Mike joined Baird in 2015 and partnered with Jack Cohen. Prior to Baird, Mike worked as an equity trader and analyst at the Cultivating Alpha Fund where he developed skills related to trading, technical analysis, and equity research. Once at Baird, Mike completed the Oglethorpe Professional Financial Planner Program. Mike holds the CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® designations.
As an advisor, Mike’s approach is designed to provide solutions and strategies that are tailored to each client’s financial needs, understanding that no two clients are alike. Mike strives to develop deep, ongoing relationships with his clients to fully comprehend their goals and ensure them a simplified, stabilized financial future.
Mike graduated magna cum laude from Georgia State University where he earned his bachelor’s degree in finance. He acquired his Series 7 and 66 licenses in 2015, the CFP® certification in 2017, and the CPWA® certification in 2023.
In his spare time, Mike enjoys spending time outdoors with his wife Danielle and 3 kids.