Mike has more than 33 years of experience in the financial services industry. His practice specializes in aligning his clients financially with their most important life goals. His planning-based approach to wealth management begins with a solid understanding of his clients’ specific goals and objectives. He then balances clients expected returns with their individual tolerance for risk to select the proper components for a customized financial solution.
A graduate of Miami University (Oxford, Ohio), Mike worked as a Vice President at Morgan Stanley for over 13 years, where he completed advanced training in the areas of retirement and estate planning, asset allocation, and retirement distributions.
Mike joined Baird in July 2005. In May of 2006, Mike won the G. Frederick Kasten, Jr. Private Client Group Award for superior client service. This award recognizes one Baird associate each year who has gone above and beyond in service to clients and who continually strives to improve service on behalf of the whole team. This award is among the highest honors presented at Baird.
Mike is a CERTIFIED FINANCIAL PLANNER™ professional and in 2007, he completed Baird’s Investment Consultant Program at the University of Chicago Graduate School of Business and earned the designation of Senior Investment Consultant.
Mike was promoted to Managing Director in 2014. He also achieved the distinction of being selected in Baird’s “Top Ten” from 2010-present, representing the top 10% of advisors at Baird. He has been selected to Baird’s President’s Club from 2005-2011 and Baird’s Chairman’s Club in 2012-2023. From 2018-2024, Mike has been recognized multiple times by FORBES magazine as a Best-In-State wealth advisor and his team, The Boosel Group, was recognized with Baird’s “Influential Team” award in 2018.
Mike has also served on Baird’s Financial Advisor Advisory Council (FAAC), providing leadership in helping Baird more effectively meet the sophisticated needs of advisors and clients. He is also a member of the Association of Financial Educators (AFE), a non-profit bureau dedicated to empowering individuals and communities with the knowledge they need to take control of their own financial well-being.
Mike has been married to his wife for 25 years and has a 22 year-old son. He is active member of his church, a golfer, and is an approved instructor with Retirement Planning Fundamentals. As such, he regularly teaches adult education courses on retirement planning and personal finance in the north Atlanta area.
Forbes “Best-in-State Wealth Advisors”, Multi-Year lists. Published annually Jan – April. Rankings based on data as of June 30 of prior year.