Current News & Announcements:
Click here to view Baird's most recent Investment Strategy Outlook
Click here to view Bruce Bittles' most recent Market Notes
Click here to view Riverfront's the Weekly View
Welcome To Baird:
We know that no two clients are exactly alike. Each is unique and deserves special attention and expertise in the creation and delivery of custom financial solutions.
Baird creates solutions to meet each individual client’s specific needs. Yet, behind every Baird solution, you will find the same core principles at work:
- Clients come first.
- Integrity is irreplaceable.
- Quality if our measure of success.
- The best financial advice is the result of expertise and teamwork.
- How we succeed is as important as if we succeed.
- We seek personal balance in home, work and community involvement.
As an employee owned and independent firm, built on Midwestern values, we have been dedicated to putting clients’ interests first since 1919. Baird has consistently been one of the Fortune Top 100 Firms To Work For. I am proud to be one of its shareholders.
Baird's Position of Strength
My focus is to provide a personalized wealth management advice and comprehensive investment solutions for high net-worth individuals, families and businesses. By utilitzing a consultative, client-based approach, I determine what is most important to you and create a disciplined, comprehensive plan to meet your needs. One of the most valuable things we bring to the table is behavioral coaching. In other words, helping investors make better, less emotional investment decisions.
- Financial Planning
- Retirement Planning
- Asset Allocation
- College Education Funding
- Estate Planning
- Tax Planning
- Budget and Cash Flow Management