Private Wealth Management | Director
Michael joined Baird’s Atlanta North Point office in 2001, where he serves as a Financial Advisor and Associate Branch Manager. For over 30 years, Michael has advised clients in the various areas of financial and investment planning, formulating specific plans to help his clients achieve their goals. These tailored plans include retirement and estate planning, insurance reviews as well as investment solutions. The final plan is a result of an approach geared toward knowing my clients as well as possible and doing my best to truly understand their total situation.
Michael’s investment philosophy is to formulate a long-term investment plan, not based on timing, but a plan that reflects his client’s financial goals, personality as well as risk tolerance. Then he recommends a portfolio designed to meet each client’s unique needs. “I evaluate the client’s investment needs and create an asset allocation model that reflects their individual time horizon, ability to tolerate volatility and return expectations.”.
A 1986 graduate of the University of Florida, Michael continued his education and obtained his CERTIFIED FINANCIAL PLANNER™ certification, which is awarded to a select group of planners that meet rigorous education, examination, experience and ethics requirements.
In 2003, Michael completed Baird’s Investment Consultant Program at the University of Chicago Graduate School of Business and earned the designation of Senior Investment Consultant.
Michael has successfully obtained the Certified Retirement Counselor designation. The CRC® designation indicates his ability to counsel pre-retirees and retirees on the many complex facets of retirement planning. For several years, Michael has taught adult education courses in the north Atlanta area, providing instruction on retirement planning and personal finance.
Michael’s commitment to Baird’s client-first philosophy, teamwork and service earned him the recognition by FORBES magazine as a Best-In-State wealth advisor in 2022.
In 2022, Michael was honored for the eighth time by Atlanta Magazine as a FIVE STAR Wealth Manager-Client Overall Satisfaction.
Michael resides in Alpharetta (Milton) and enjoys spending time with his wife, daughter, and black lab. Other activities Michael enjoys including golf, playing trumpet in his church orchestra, and shooting sports.
Private Wealth Management | Assistant Vice President | Office Administrative Supervisor
Michele has been in the financial services industry since 1995 and has worked with the group since 1999. Prior to joining Baird in 2001, she was a trust operations officer for a regional investment firm. Michele adheres to the Baird doctrine that integrity is irreplaceable and plays a large part in helping achieve client satisfaction. Client’s come first and that quality of service is her measure of success.
Michele is fully committed to cultivating and building long term relationships and strives to deliver exceptional client service. Her numerous years in the industry are evident in her professionalism and personal style to provide a high level of customized guidance for every client.
Michele provides advanced administrative, operational and professional support to clients and her group. She coordinates the group’s overall day-to-day operations and is responsible for implementing business management systems to enhance client service quality. She is extremely efficient and organized with acute attention to detail. She has extensive knowledge in many areas including 10b5-1 administration and restricted stock transactions. In addition, Michele also handles the administrative supervisory duties for Baird’s Atlanta North Point branch.
Michele has received the prestigious Toast of Baird award for being a “Client Relationship Assistant All Star” and being recognized as one of four recipients for her commitment through exceptional client service and exemplary performance. She has received numerous other awards for her contributions to the firm and branch. Michele was a founding member of a leadership committee that offers insight and feedback for firm wide initiatives.
Michele received her Associate’s degree in Business Administration from Iowa Lakes Community College. Michele currently holds the FINRA Series 7, Series 63 and 66 licenses.
Michele lives in Cumming, Georgia with her husband Carl. She enjoys cycling (mountain biking and road biking), hiking and spending time with her two German Shepherd dogs.