Mike has been taking care of clients in the financial services industry for over 20 years. Starting with Merrill Lynch 2004, and prior to joining Baird Wealth Management, he was with Wells Fargo Advisors. Mike is a 1997 graduate of Bowling Green State University and a life-long Northwest Ohio resident. Mike is passionate about client service and building relationships with his clients. His interest in the financial services industry began at an early age by wanting to “play in the markets” and has evolved into holistic financial planning – offering clients customized retirement plan solutions that encompass their entire financial picture. Mike is excited to be working at an amazing, private company that values their employees and clients and is thrilled to be joining The Phillips Team after having worked with Tom for many years at Wells Fargo.
Mike and his wife, Cheryl, live in Toledo with their 2 children. In his spare time, Mike enjoys photography and spending time in nature with his family.