A true financial partner with your best interests in mind
People choose their careers for many different reasons. When I decided to become a Financial Advisor, I was driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.
I have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Welcome to the family!
In Baird, I have a partner that shares my passion for wealth management, with world-class resources and deep expertise to support us in my mission to provide the very best advice and service I can in important areas, including:
- Portfolio management
- Saving for higher education
- Planning for retirement
- Estate planning services
- Investment tax planning
- Insurance
What's New?
- 2022 Tax Facts
- For 18 consecutive years, Baird has been honored among FORTUNE’s 100 Best Places to Work
- Baird Facts
- Wealth Management for Your Generation and the Next
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
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.