Michael Baughman, CFP®, brings over 22 years of experience in financial advisory, specializing in tax planning, portfolio management, estate planning, and risk management. After serving as a Senior Financial Advisor at Parsec Financial from 2016 to 2023, they transitioned to Modera Wealth Management, leading the Tryon office through the acquisition. Michael began their career as a Youth Pastor and later held various roles, including a Private Banking Manager at BB&T and Director of Business Development at The Monitor Group. Currently, they serve as a Principal/CSM at Holistiplan, focusing on enhancing how financial advisors leverage technology to improve client outcomes. Michael holds a Bachelor's degree in Business Administration from Presbyterian College and a Financial Planning Certificate from Georgetown University.
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