Providing Sound Financial Advice & Guidance that Aligns with your Values & Goals.

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Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird offers access to a broad pool of research, resources and planning expertise from which I can draw to design customized solutions based on my knowledge of your specific needs.

Financial and Estate Planning

  • Needs and goals evaluations
  • Retirement education and planning
  • Tax planning
  • Wealth transfer
  • Charitable giving
  • Prepare for sale of your business

Investment Management

  • Retirement plan rollovers
  • Small business retirement planning (401(k) and deferred comp)
  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management

Risk and Liability Management

  • Technical insurance evaluations to match your true needs
  • Long-term care insurance
  • Disability insurance
  • Key man insurance
  • Succession planning
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BAIRD HIGHLIGHTS