When working with her clients Jean believes the most important component is to understand and confirm the “Why” of personal wealth management. Her goal as your wealth manager is to help improve your life and to achieve better focus and execution with all areas of your financial life. By examining your needs and objectives, your history and experiences, and your entire risks and resources, she hopes to construct a SMART™ (Specific, Measurable, Attainable, Realistic and Timely) plan to improve your life.A Wealth of Experience
Jean brings 29 years of industry experience and insight to her clients. Prior to joining Baird in 2014 Jean was a Senior Wealth Advisor at Clifton Larson Allen Wealth Advisors (over 9 years). This experience allows her to provide unique and well-rounded insight to clients’ personal wealth management. Additionally her expertise in financial planning, asset allocation, risk management, tax planning, and insurance provides clients a wealth of knowledge.
Jean and her husband Doug are new residents of St. Paul, MN. Jean enjoys spending time with her family; two sons Tim and Jake, as well as playing with her dogs, golfing, gardening and traveling.
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Rachel Ann Lee
Associate Financial Planner
Rachel’s extensive experience in marketing enhances and adds another dimension to the relationships we build with our clients at Baird. After taking time to start a family and construct a new set of financial goals for herself, her smooth transition into the financial industry came naturally.
Rachel received a bachelor’s degree in business, speech-communication, and music from the University of Minnesota. She also earned her Registered Paraplanner™ (RP) designation through the College for Financial Planning (CFFP) and holds both her Series 7 and 66 licenses. Additionally, Rachel is currently working toward obtaining her CERTIFIED FINANCIAL PLANNER™ certification.
Rachel resides in Edina with her husband, Tony, and their two children, Hudson (9) and August (5). In her free time, she enjoys travel, music, movies, yoga, and is passionate about the arts and economics.
Rachel is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 95 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.
[Potential Disclosure. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®
, CERTIFIED FINANCIAL PLANNERTM
and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.]