Broker Check

Helping business owners and senior executives solve problems day to day

COMPREHENSIVE SERVICES

Guy’s services address pivotal life transitions and financial goals: retirement planning, business exit planning, estate planning, long-term care planning, investment management, advanced planning, and an advisory network.

CONVENIENCE &
TECHNOLOGY

Technology, accessibility, and expertise come together to meet the pace and complexity of your work-life demands. Baird Online, Baird 360, and responsive scheduling and meeting options give you prompt access to Guy and your overall financial plan.

CFP
CERTIFIED

As a certified financial planner (CFP), Guy meets rigorous certification, training, and high standards of fiduciary duty to demonstrate a client- first commitment.

EMPLOYEE-
OWNED CULTURE

Guy’s part of an employee-owned firm where he has the freedom to place your interests first –– without answering to outside shareholders. This culture has led to Baird being one of the FORTUNE® 100 Best Companies to Work For® since 2004.

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