RESPECTED ADVISORS, PERSONAL RELATIONSHIPS
Building relationships to SUPPORT YOUR FINANCIAL JOURNEY
Building relationships to support your financial journey means taking the time to truly understand what matters most to you - your family, your goals, and the legacy you want to create. We believe the best financial guidance starts with meaningful connection, open conversation, and a genuine commitment to your success. By listening first and planning second, we create a partnership rooted in trust, clarity, and shared purpose. Together, we navigate your most important decisions with confidence, ensuring every step supports the life you envision for today and the generations to come.
WHO WE SERVE
Business Owners
Multi-Generational Families
Professionals/Corporate Executives
Institutions
Endowements/Foundations
investment management
Years of experience have prepared us to guide you through your life transitions.
tax strategies
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
estate planning
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Our Team
Michael O. Smith, QPFC, CFP®, CPWA®
Director | Private Wealth Management
513-758-8401
Michael is a seasoned financial advisor with over 30 years of experience. He holds the belief that disciplined planning and prudent stewardship are key to making good financial decisions. Education and Designations Bachelor’s...
Gino P. Colangelo, CMFC®
Director | Private Wealth Management
513-758-8401
As a Director with Baird, Gino is a qualified financial advisor who has over 25 years experience providing financial planning strategies and investment analyses to individuals and foundations. Gino creates a tailored comprehensive...
Michael Vassar, CFP®, CPWA®
Financial Advisor
Michael is a financial advisor with over 10 years of experience providing financial planning and investment management to families and institutions. He believes in partnering with clients to craft a customized plan that helps them...
Christina Yards
Senior Client Specialist
513-758-8401
Christina Yards joined Baird in October 2015 as a Client Assistant, and joined The Smith, Colangelo & Vassar Group in January 2017. Christina provides exceptional client service in all operational functions of the team. Education...
Christy Virgin
Client Assistant
513-758-8401
Christy Virgin joined Baird in 2001 and began working with the Smith, Colangelo & Vassar Group in September 2015 as a Client Assistant. Christy provides support in all operational aspects, both with the team and with clients....
Joseph Voight
Client Specialist
513-758-8401
Joseph Voight joined Baird and The Smith, Colangelo & Vassar Group in 2022 as a client assistant. Joseph facilitates client services and operations within the team. Education Graduate of the University of Wisconsin – La Crosse...
Relevant Resources
Current Market Update
Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans.
