If you would like to initiate a conversation to get to know us better and evaluate how we can help you, please contact us.Our Purpose
To help our clients align their wealth with their goals, values and intentions.Our Philosophy
Our focus is on building great relationships with our clients. We do this by taking the necessary time to listen to their concerns and to ask well designed questions to get to the heart of what they want their money to do for them. Once we thoroughly understand their personal situation, where they have been, where they are now and where they would like to go, we work together through our systematic process to craft an individual solution to best help them achieve their goals. The bottom-line is that we believe that great communication is the key to a successful and satisfying relationship with each of our clients.Our Team
Gary Love, CFP®, CPWA®
Gary has been providing leadership and advice to clients for over 20 years as a financial advisor. Prior to working with clients he worked as an accountant in the mountains of North Carolina. In 1997 Gary and his family moved back to Illinois to help care for his mother who was battling early onset Alzheimer’s disease. It was during this time that he decided to take the opportunity to change careers and focus on helping people make smart decisions with their money.
Gary has an Accounting degree and earned the Certified Financial Planner™ Practitioner designation. He has also earned the Certified Private Wealth Advisor® designation from the Investment and Wealth Institute™ in conjunction with the University of Chicago Booth School of Business.
Gary’s interests include spending time with his wife and children, attending their sporting events, and camping and hiking together. He serves as the treasurer for Morning Star Church in Rockford, as a volunteer for Rockford Christian Schools, and also for the Alzheimer’s Association.
Scott Johnson, CFP®, CPWA®
Scott is a private wealth advisor at Baird. His focus is on providing wealth management solutions to successful individuals and families to help them make smart decisions with their money so that they are freed up to pursue what is most important to them.
He has 25 years of experience in the wealth management industry having started his career in 1996 after graduating from Wheaton College (IL) with a Bachelor of Arts degree in Business/Economics. He has also earned the CERTIFIED FINANCIAL PLANNER™ and the Certified Private Wealth Advisor℠ designations.
He has been married for over 20 years and has a 14-year old daughter. Scott loves to spend time with family and friends and is an active member of City First Church. His interests away from work are reading, golf, politics, and rooting on the Chicago Cubs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.
Investment Management Consultants Association is the owner of the certification marks “CIMA®” and “CPWA®,” the service marks “Certified Investment Management Analyst SM,” “Certified Private Wealth AdvisorsSM,” “Investment Management Consultants Association SM,” and “IMCA®.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.