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Referrals Are My Greatest Compliment

I represent families like yours that benefit from a holistic approach to wealth management. I care for my clients which is why I am offering you something for the people you care about; an opportunity to help your family, friends or associates. If you believe they would value my advice and wealth management services, I invite them to join me for a discovery process to analyze their financial situation and identify any financial blind spots.

How Does It Work?

We simply meet and talk. There is no obligation to continue the discussion or fee for the initial work. My comprehensive process establishes where your loved ones are today and where their aspirations may lead, by fully discussing their investment goals, risk tolerance, financial obligations and liquidity needs. I limit my practice to families with whom I can make a substantial impact. If I am not the right fit, I will either let them know they are in good shape where they are or point them in the right direction.

Why Now?

Market volatility, job changes, family changes—life happens. It’s often a good idea to make sure you are on the right path. With a lot of uncertainty in today’s world, my education and experience offers to provide a fair and objective view of their financial situation.

Who Might Benefit?

Someone who:

  • Is friendly, family-centric, and financial security is a priority
  • Is approaching retirement
  • Has experienced a major life-changing event such as death, divorce or job change
  • Has expressed displeasure with a current advisor due to poor service or an incomplete financial plan
  • Is concerned about taxes and cash-flow planning
  • Is interested in legacy planning and/or charitable giving

My Mission

My mission is to create and preserve wealth for you. I am committed to helping you feel financially secure by implementing suitable financial solutions. Through listening and understanding your needs and goals I strive to earn your lifelong trust.

Address: One South Pinckney Street, Suite 600 Madison WI 53703

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

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