Keith has over two decades of experience helping individuals, families, business owners, and Associations with asset allocation, long-term planning, and analysis.

Keith carefully explores your unique objectives then develops an asset allocation plan that utilizes all of Baird’s resources to select appropriate investments. Once your plan is in place, he regularly monitors performance, communicates progress, and revisits your goals as appropriate. He focuses on sound investment advice based on understanding and trust. Keith earns his clients' trust by listening, asking and putting their interests first. He works with them to establish a disciplined investment policy that balances risk in order to achieve long-term objectives with integrity.

Keith was born and raised in Reisterstown, Maryland and now resides in Timonium, Maryland. Keith has three grown kids and a grandson. Keith graduated with a Bachelor's of Science degree in Marketing from Syracuse University. In 2007, he earned the CERTIFIED FINANCIAL PLANNER™ certification.

He began his career in the financial world back in November of 1998 when he was hired at Legg Mason in Baltimore. In 2000 he moved to the Towson Branch of Legg Mason until they were sold to Citigroup Smith Barney in December of 2005. Keith considers one of the best decisions he ever made was to move his practice to Baird in 2009 with 15 of his colleagues in order to open the first Maryland branch of Baird.

His practice continues to thrive because of Baird's reputation and the continuous qualified referrals his clients introduce him to. His philosophy continues to be to provide high end client service with an open line of communication and understanding of his client’s goals and objectives. Clients will understand their expectations from a relationship with Baird.

The greatest compliment a client can give our team is a referral of a friend, family or colleague. Please share my website with someone you feel may benefit from a relationship with Baird.

Peggy started her career in Private Wealth Management in 2017 when she joined Baird. She is fully licensed, obtaining her Series 7/66 licenses within the first year of being hired. She was promoted to Senior Client Specialist in January of 2022.  Peggy is also a Wealth Management Certified Professional®.

Peggy is a Baltimore native and is currently living in Towson. She married her husband, Jordan, in April of 2019 and they have since welcomed two daughters, Rosie and Polly - their pandemic babies!