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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Michael Vondra

"The purposes of a person's heart are deep waters, but one who has insight draws them out."

Proverbs 20:5

What are your deep waters? What are your goals? What is your vision? What are your values? Do you need help answering these questions? Let's...

ABOUT MICHAEL

"The purposes of a person's heart are deep waters, but one who has insight draws them out."

Proverbs 20:5


What are your deep waters? What are your goals? What is your vision? What are your values? Do you need help answering these questions? Let's explore your deep waters together.


My name is Mike Vondra. My wife, Jenny, and I have two sons and one daughter: "SJ", Carter and Elizabeth. Jenny and I were both raised right here in Billings and live a pretty simple life. We are passionate about our faith, family and this community.


I am a third-generation financial advisor. My grandpa started in the business back in the 1960s and my father, John, has been a financial advisor since the 1980s.


I was named among the Forbes Best-in-State Wealth Advisors 2024-2025*. However, what I am most proud of is how we have been of service to the families we continue to help over the years.


In college, I studied finance and economics. I'm still engaged in extending my education. Here is a list of designations and certifications that I hold:

- CKA® - Certified Kingdom Advisor™ certification

- CFP® - CERTIFIED FINANCIAL PLANNER® certification

- ABFP™ - Accredited Behavioral Finance Professional™ designation

- ChFC® - Chartered Financial Consultant® designation


I am so blessed to have a great team around me. Flyssa Lawson and Edie Zickuhr are my branch office administrators. These two are the engine behind our elite service model.


At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. Let me ask you a few questions:

1) What does your current financial landscape look like?

2) What do you want it to look like in 10 years?

3) Are you on track?

4) Do you have any blind spots?

5) Are you using any advanced tax strategies?

6) What are your estate goals?

7) What do you want your legacy to be?


I use an established process to help my clients bring some color and clarity to what can look like a gray and blurry future. Let's partner to give your goals a plan.


*Forbes Best-In-State Wealth Advisors in Texas in 2024-2025 published 1st trimester each year, research by SHOOK® Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

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