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Our team really has one goal every day when we come to work, to bring peace to our client's financial lives so they can focus on living their dreams.

- Kent R. Elliott, CIMC® ,CPWA®


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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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About Baird

About Baird

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Baird Wealth Strategies Webinar Events

Baird Wealth Strategies Webinar Events

A program that offers live education and insights on timely wealth management topics.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Diana Sanchez

Diana Sanchez

Assistant Vice President | Senior Client Specialist

916-783-6513

Christine Congdon

Christine Congdon

Assistant Vice President | Senior Client Specialist

916-783-6545

Melissa Reynolds

Melissa Reynolds

Assistant Vice President | Senior Client Specialist

916-783-6536


This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 05/15/2023 through 11/30/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1,163 Sacramento-area wealth managers were considered for the award; 110 (9% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 946, 107, 11%, 2/1/23, 6/6/22 - 12/9/22; 2022: 1,082, 94, 9%, 2/1/22, 6/14/21 - 12/10/21; 2021: 1,080, 96, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 1,006, 99, 10%, 2/1/20, 5/27/19 - 12/20/19; 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1,011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1,040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.

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