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Senior Vice President
Brian is committed to helping his clients attain their financial objectives and goals. He accomplishes this by building portfolios that are consistent with the client's comfort level and investment needs. He prides himself on providing clients with outstanding customer service, personal attention and a compassionate listening ear.
Before joining Baird, he was with McAdams Wright Ragen, Inc. for nearly 10 years and his prior tenure was predominately at Ragen MacKenzie, Inc. He has been a registered representative since 1982 and although he has been in the investment business 35 years, his entrepreneurial zeal and passion as a contrarian investor have not waned.
Brian graduated from the University of Washington in 1979 with a degree in Business with a concentration in Finance.
Brian is a Seattle native and resides in Washington Park with his wife, Judi, and their beloved Westie, Stella. Their daughter, Brooke, graduated from Western Washington University and owns an art gallery in Pike Place Market, their son, Hunter, recently graduated from the University of Montana.
In his free time Brian enjoys boating, fishing and spending time on Lopez Island, playing tennis, and traveling. He especially thrives on planning and implementing various building projects.
Vice President, Office Adminstrative Manager
Patrice Rue is an Office Administrative Manager in the Private Wealth Management division of Baird. She joined Baird in 2014, when McAdams Wright Ragen merged with Baird.
Patrice has over 30 years of experience in the financial services industry. As a Registered Client Specialist for most of her career, she has gained valuable experience and has made a commitment to support and strengthen client relationships through her service expertise. She currently resides on the Registered Associate Advisory Council at Baird representing, supporting and empowering Client Specialists.
Patrice is a registered securities professional who holds her FINRA series 7, 24, 63 and 65
Patrice is married to Jeff; they have been living in Woodinville since 2008.