PROFESSIONAL ACCOMPLISHMENTS
AWARDS
- Five Star Wealth Manager award winner 2012-2013, 2015-2016, 2019-2020
- FORBES Magazine Best-In-State Wealth Manager 2018, 2019, 2020
- G. Frederick Kasten Private Client Group Award for Superior Client Service, 2006
- Baird Influential Team Award, 2018
- Baird Chairman's Club, 2012 - Present
- Baird President's Club, 2005-2011
ACCREDITATIONS
- CFP®
THE BOOSEL GROUP AT BAIRD
Mike and his team have a unique step-by-step process that breaks financial planning and wealth management down into 6 steps. Our role is always to educate our clients about ways they can grow and preserve their wealth through disciplined financial planning, portfolio management, and asset allocation.
We call this The P.H.D. Process, since our focus is on:
Planning
Through date-specific, dollar-specific comprehensive financial planning, we are able to assist our clients by offering a step-by-step process to help them set and achieve their most important life and financial goals. Our financial plans are dynamic, and are constantly updated and revised over time. With regular plan updates, we aim to maintain the plan’s accuracy and effectiveness over our clients’ lifetime.
Holistic Wealth Management
By offering an experienced perspective on the history of the capital markets, we seek to remove emotion from the investment process. The portfolio solutions we offer are custom-tailored to fit our clients’ individualized needs and are asset allocated, diversified, and regularly rebalanced.
Discipline
We strongly encourage our clients to have the patience and discipline to stick to their financial plan and investment strategy for the long run. We are behavioral investment counselors, which means we focus on managing risk though proper behavior in an effort to free clients from the anxieties and fears inherent in dealing with money. This freedom from monetary concern creates time – our most valuable commodity. If we save time for our clients, reduce worry, and help them achieve their financial objectives, then we add value to their lives.