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Where do you want to go? We'll get there, together. 

You took the first step. Now that you’re here, let’s take the next step together.

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance.  We know life is full of change: new babies, grandchildren, new homes, inheritance, retirement, and more! Our team will be here to guide you through each step of your financial planning journey so that you have peace of mind.

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Your Plans

Your Plans

We will create strategies that are tailored to your goals.

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Our Team

Our Team

Who we are and how we can best serve you. 

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About Baird

About Baird

100 years of business built on ethics and integrity.

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Resources

Resources

Sharing insights to keep you in the know.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

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

Kurt Rivard

Kurt Rivard, CFA®

Managing Director, Private Investment Manager, Senior Investment Consultant

231-933-6009

Carly  Ellis

Carly Ellis, CFP®

PWM, Financial Planner, Assistant Vice President

231-933-6009

We want to hear from you!

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