Thank you for visiting my website.

I joined Robert W. Baird & Co. in 1987 and specialize in comprehensive financial planning, investment consultation and retirement planning. I work with individuals, businesses and professional institutions and strongly believe in understanding my clients' financial needs in order to customize investment strategies. Financial planning is a lifelong process, and it's important to find the investment management direction that works best for you.

PROPOSALS PROVIDED FOR ASSETS OF $500,000 OR MORE
Please contact me.

Click this link to view Baird's Weekly Market Notes
Click this link to view the latest from Baird Research & News
Check my News & Insights page for other reports!

I hope you find this site's content interesting and useful. I appreciate any feedback you have and welcome your input. Please forward my website to anyone who may find it helpful.

Watch for links throughout the site to access information about specific topics, issues and solutions unique to your needs. Feel free to send me suggestions for other valuable links.

I work with a wide range of people from varied walks of life. For those in the community who are lesbian or gay, financial services and socially responsible investment advice are very crucial considerations. Many of my clients are gay or lesbian and I specialize in the financial challenges unique to the LGBT community. My goal is to provide my clients with sound, informative financial advice, superior investment solutions, and far-sighted planning services.