Michael joined Baird in February of 2019. In his role as a Financial Advisor, Michael leverages his expertise to provide advanced family legacy & business succession planning to our clients. In addition, he contributes significant analysis to the group's investment portfolio.
Prior to joining Baird, Michael began his career with Charles Schwab in Denver, Colorado, supporting their wealth management team. He is a graduate of Miami University with a B.S. in Finance and holds a Certificate in Financial Planning from Northwestern University.
Michael was born and raised in Sandusky, Ohio and can be found volunteering in the local community. He serves on the board of the Rotary Club of Sandusky & is a former chairman of the North Coast Young Professionals.
Outside of his professional activities, Michael enjoys fly fishing and golfing in the summer, and skiing in the winter.
He is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7 and 66 licenses.
"Certified Financial Planner Board of Standards, Inc. (CFP® Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP® Board’s initial and ongoing certification requirements."