Broker Check

Our Approach

Through getting to know your values, goals, priorities, and concerns, we create strategies that are tailored to meet you where you are.

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Our History

With over 30 years of experience guiding individuals and small businesses, I am able to provide custom, tailored advice.

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Bull & Baird Blog

Read Michael Antonelli's Blog. Michael is our Market Strategist at Baird.

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Why work with a PIM (Private Investment Management) Advisor?

As a PIM (Private Investment Management) Advisor, I create my own portfolios and monitor them daily to ensure you are invested appropriately. Since joining the industry in 1993, I've developed a systematic process that consistently creates value for clients - take a minute to learn more about my portfolios and how they might suit your needs.

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Meet the Team

Chip Alario

Chip Alario

Senior Vice President

941-364-4562

941-364-4550

Advanced Planning

Scott Grenier CFP®, AEP®

Scott Grenier CFP®, AEP®

Manager of Estate Planning

Katherine Schoen, CFA®, CAIA®

Katherine Schoen, CFA®, CAIA®

Baird Capital & Private Equity

Kelsey Clair CPA®, CPWA®

Kelsey Clair CPA®, CPWA®

Senior Tax Strategist

Jessica Bell, JD, CPWA®

Jessica Bell, JD, CPWA®

Senior Estate Planner

Kathy Blake Carey CFA®

Kathy Blake Carey CFA®

Director of Research & Advanced Planning

Chad Afdahl

Chad Afdahl

Lending/Liquidity Solutions

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