Michael is a CERTIFIED FINANCIAL PLANNERTM professional and corporate Retirement Plan specialist. He works closely with families and companies to design customized retirement plan solutions to meet their needs with the knowledge he gained from obtaining the CFP® and Certified Plan Fiduciary Advisor (CPFA) credentials. Before joining Baird in 2010, Michael spent eight years with Morgan Stanley and two years with Merrill Lynch. He has a B.A. in Economics from Baldwin-Wallace University and graduate courses in Finance from Loyola University Chicago.
Michael lives in Medina, Ohio with his four sons and two beagles. He is an avid soccer player, snowboarder, and golfer. He also spends time coaching youth soccer and basketball; and is also a certified Les Mills BodyPump instructor and teaches fitness classes. In addition, he serves on the Baldwin-Wallace University School of Business Advisory Council promoting growth and development for the University and students. Michael holds the FINRA Series 7, 31, and 66 licenses. He also maintains Life and Health insurance licenses.
Holders of a Certified Plan Fiduciary Advisor (CPFA) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.