My Practice

While Baird offers a wide selection of investment vehicles, investment solutions involve much more than products.  I am backed by specialists in financial planning, research, and investment strategies and services, which helps to ensure that the recommendations we consider are well researched and informed 

Click on this link to view Baird's Recommended List

  • Portfolio management products
    • Bonds
    • CDs
    • IRAs
    • Money Markets
    • Mutual Funds
    • Stocks
    • Unit Investment Trusts
  • Research
  • Investment Consulting Services
  • Professional management services

Personalized investing advice—that's what you can expect. Backed by Baird's dedicated teams of financial planning experts, I will work with you to build a wealth management plan to help meet your goals.  Through periodic reviews together, we can successfully manage your wealth, with today and tomorrow's goals in mind. If you would like to discuss how I can help you meet your goals, it will help if you view and print my Financial Needs Assessment.  Please fill it out and fax it to me, and we can go over it and be prepared to talk about your future.

  • Financial Planning & Wealth Management
  • Education Planning
    • 529 plans
    • Education IRAs / Coverdell education savings accounts
    • Custodial accounts
  • Retirement Planning
    • Lump-sum distributions
    • Rollovers and transfers
    • Systematic withdrawals
  • Retirement Planning Tools
    • Qualified and nonqualified plan consulting
    • Design and implementation
  • Estate Planning & Trust Services
  • Business Services
    • Retirement plans
    • Cash management
    • Investment banking
    • Private equity placements
    • Stock option plans
  • Executive Services
    • Rule 144 sales
    • Cashless stock option exercises
    • Collars and loans on stock  

Combining our unique approach to planning, client focus, flexibility, and dedicated specialists, we provide services that truly set us apart. For more information about planning services with Baird, contact me today.