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555 North Point Center East, Suite 500, Alpharetta, GA 30022

678-762-3000
tbrg@rwbaird.com
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Meet The Team

Our Value Proposition

Our Value Proposition

We utilize our expertise in the areas of asset allocation, estate planning services, retirement planning, college education funding, gifting, tax efficiencies, and many other areas in order to educate and guide you on ways to grow and preserve wealth through disciplined financial planning, portfolio management, and asset allocation. 

By offering an experienced perspective on the history of the capital markets, we seek to remove emotion from the investment process.  Accordingly – through advice and service – we focus on managing risk in an effort to free you from the anxieties and fears inherent in dealing with money.  This freedom from monetary concern creates time – our most valuable commodity.  If we save our you time, reduce worry, and help you achieve their financial objectives, then we add value to your life.

Michael Boosel

Michael J. Boosel, CFP®

Managing Director

678-762-3015

Sulay R. Ringwala CFP®, CDFA®, CPWA®

Sulay R. Ringwala CFP®, CDFA®, CPWA®

Vice President

678-762-3017

Josh Oser CFP®

Josh Oser CFP®

Associate Financial Advisor

678-762-3013

Kathy Nelson

Kathy Nelson

Senior Client Specialist

678-762-3052

Awards and Honors

The Boosel Ringwala Group was selected for the INFLUENTIAL TEAMS AWARD at Baird in 2018.

The award is given to teams at Baird who best demonstrate the qualities of a world-class wealth management practice.

Michael Boosel, CFP®, was recognized from 2018 through 2024 by FORBES as a BEST-IN-STATE WEALTH ADVISOR.

Forbes “Best-in-State Wealth Advisors”, Multi-Year lists. Published annually Jan – April. Rankings based on data as of June 30 of prior year.

Putting our client's interests first is the cornerstone of Baird's culture.

We are driven by our client's needs, not by our products and services.

Through careful listening and deep expertise, we provide the comprehensive financial advice and solutions that support our clients' financial and personal goals.

We care how we win. In fact, how we win is as important as if we win.

We don't compromise our values.

We think long term.

Our primary goals are qualitative, not quantitative. We strive to be the best for our clients, not the biggest.

We believe character counts.

Character is what we demonstrate when no one is looking. Character is how we act under pressure, when things aren't going well, when we make a mistake and own up to it.

Our culture underlies everything we do.

We are committed to maintaining a strong culture, recognizing that if a culture is flawed, the ability to best serve clients and to provide a rewarding work environment is weakened.

We believe we will grow by providing the best advice.

By continually improving our products and services, and by capitalizing on our talent, teamwork, competitive spirit, and structure as an employee owned and independent firm.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP®Board's initial and ongoing certification requirement.

Our Difference

When you work with our team, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.

Our team is comprised of long-tenured, diverse and highly credentialed individuals. We leverage our in-house resources as well as external expert team, so we are constantly learning about and providing perspective on the latest financial planning and investment management strategies.

Team Certifications

One or more members of our team hold the following designations to showcase our dedication and expertise in wealth management.

CFP Designation

A CFP professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.

CPWA Designation

The Investment Management Consultants Association grants the CPWA credential to advanced wealth managers and advisors who successfully complete the Experience, Education, examination, and Ethics requirements of their program. A CPWA professional is someone who can help you manager your unique tax, estate and investment issues as a part of your broader financial picture.

CDFA Designation

A certified divorce financial analyst (CDFA) helps couples and their attorneys achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short- and long-term financial planning.  A CDFA can provide in-depth financial analysis and advice to attorneys and couples relating to the divorce.  CDFAs are required to have several years of relevant experience and pass an exam designed by the Institute for Divorce Financial Analysts (IDFA) to receive the designation.

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