Michael joined Baird in 2016 and has partnered with The Gegen Group to bring over 50 years of experience and financial expertise to clients. Michael and The Gegen Group’s mission is to help their clients work towards and maintain financial prosperity by implementing strategies that seek growth and income as well as the preservation of principal. Starting with what you value most, the team strives to understand your goals and objectives. Their mission is to make your financial journey a successful one. This is accomplished by providing a comprehensive view of your entire financial situation.
Prior to joining Baird, Michael was a banker at JP Morgan’s main office in Denver. There, he created strategic investment plans for affluent individuals and families to help them meet their financial goals. He also worked in the mortgage industry, gaining experience providing client-based solutions to mortgage underwriters and at the Monfort Companies where he managed a diverse portfolio of private investments and real estate holdings. His areas of expertise include financial planning, investments, estate planning, wealth management, trust services, employee and executive benefits planning, education funding, legacy planning, insurance review and charitable gifting.
Michael attended the University of Denver where he studied Finance.