Portrait of Michael Baumeister

Michael Baumeister

Director of Tax Compliance

Based in Lisle, Michael oversees tax-compliance processes, helping the tax team deliver accurate, timely returns and maintain consistent standards across engagements.

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Michael Baumeister is the Director of Tax Compliance at Mission Wealth and plays a key role in guiding clients through complex tax strategies that align with their overall financial goals. With deep expertise in tax planning and compliance, Michael provides personalized solutions that help clients minimize liabilities, maximize opportunities, and stay ahead of evolving tax regulations. Michael’s attention to detail and commitment to excellence ensure that clients receive tailored guidance, while also supporting the broader advisory team with insights that strengthen our comprehensive wealth management approach.

I view taxes as a puzzle, with all its rules and complexities. I enjoy putting that puzzle together for clients to better understand their situation, plan around the opportunities, and help them pay as little tax as necessary.

—Michael Baumeister, Director of Tax Compliance

Professional Background

Michael Baumeister graduated from Judson University in Elgin, IL with a bachelor of arts degree in accounting. He has worked for a large financial services firm as an advisor, and also at a small accounting firm focusing on tax preparation and year-end tax planning. Michael is a CERTIFIED FINANCIAL PLANNER® practitioner, as well as an Enrolled Agent, certified to represent taxpayers in front of the IRS.

Personal Pursuits

Michael enjoys spending time with his wife, Sarah and boys, Winston and Henry. He likes working on his large garden and chicken coop. In addition to this, Michael enjoys playing board and video games in his free time.

Community Impact

Michael volunteers for the homeless breakfast ministry at Vineyard Church in Elgin.

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Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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