As a First Vice President with Robert W. Baird, Gino is a qualified financial advisor who has over 12 years experience in helping to provide financial planning strategies and investment analyses to individuals and foundations. Utilizing a top-down approach, Gino creates a tailored comprehensive strategy for his clients by addressing their needs and helping them and their families define their priorities.
Education
• Graduated from The Fisher School of Business at The Ohio State University in 1997
• Finished the Chartered Mutual Fund Counselor Professional Education Program through the College for Financial Planning
Community Involvement
• Currently a member of the Italian-American Society
• A member of the Cincinnati Rotary Foundation
Personal
• Resident of Mason, Ohio
• Gino and his wife have three daughters, Mary ann, Sophia and Rosali.
For over 30 years, Michael has worked with individuals, businesses and professional institutions to guide them through the establishment of their investment goals and help them achieve those goals. He strongly believes in understanding his clients’ financial needs in order to customize an investment strategy that is specifically tailored to each client.
Education
• University of Kentucky, 1974-1977
• Graduate of Northern Kentucky Leadership Class, 2007
Community Involvement
• Senior Services of Northern Kentucky Board Member
• Notre Dame Academy Board of Directors
Personal
• Resident of Northern Kentucky for over 27 years
• Michael and his wife Beth have three children, Lauren, Sean and Megan
Ohio Insurance License #0H06063
In December 2008, Mickey made a professional transition from accounting to financial advising. Prior to Baird, Mickey spent five years in the Audit and Accounting Department with VonLehman & Company. During his time at VonLehman, Mickey assisted with individual and corporate tax preparation. Mickey’s strongest asset is the ability to understand and communicate issues with his clients in order to assist them in making better financial decisions.
Education
• Attended Northern Kentucky University on a golf scholarship
• Graduated from University of Kentucky with a Bachelors degree in Accounting
• Baird Investment Counsel Program, University of Chicago
• Successfully earned the Certified Public Accountant (CPA) designation in 2012
Community Involvement
• Active in Christian Awakening Retreats for seniors at Covington Catholic High School
• Golf Coach at Covington Catholic High School
• The Northern Kentucky Chamber of Commerce
• American Cancer Society
Personal
• Lives in Crestview Hills with wife, Shelley, and daughter, Kaia
Michael Smith, CFP®, QPFC
Michael is a seasoned financial advisor with over 15 years of experience. He holds the belief that disciplined planning and prudent stewardship are key to making good decisions. Whether working with individuals or employers with well established plans or no plans at all, he is dedicated to helping clients develop, implement and monitor planning solutions that meet their needs.
Education
• Bachelor’s Degree, Marketing, Xavier University, 1989
• Graduate of Northern Kentucky Leadership Class, 2004
• CERTIFIED FINANCIAL PLANNER™, College For Financial Planning, 2009
• Earned the designation Qualified Plan Financial Consultant
Community Involvement
• Xavier University Alumni Association Member
• Guardian Angel Booster Board Member, Vice President
Personal
• Resident of Cincinnati
• Michael and his wife Stephanie have three children, Emma, Owen and Liam
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with Flame design) in the U.S., which it awards to individuals who successfully complete CFP Baord's initial and ongoing certification requirements.
Ohio Insurance License #0G35802
Owen is a First Vice President with Baird and has over 27 years experience in the wealth management industry. He focuses on foundations and endowments, offering unique expertise and comprehensive investment consulting services to find solutions to their complex needs. Owen’s personal dedication to community service has allowed him to assist many organizations from inception to stable growth.
Education
Graduate of Denison University
Community Involvement
• President of the Board since 2001
• “Owen Wrassman Community Award” given quarterly since 2007
• Board of Directors since 2002 – President 2008 – Present
Rotary Club of Cincinnati
• Member since 1985 – President 2006
• 2003 Paul Harris Fellow and SIR Awards
• 2000 Rotary Legacy Circle
Mathis Foundation for Children – Executive Committee since 1999
