Every client's financial goals, situation and personal investment preference are unique.
As your Financial Advisor, my most important job is to truly understand who you are and want you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific goals and objectives.
Services I Provide
- Wealth management with a holistic approach and client first philosophy
- Consultative and collaborative investment process
- Financial strategies to create, protect and distribute wealth
- Portfolio management with comprehensive reviews
- Asset allocation with emphasis on risk management and diversification
- Insurance and annuity policy reviews
- Retirement planning for income
- Beneficiary reviews
- Estate planning, tax planning, special needs planning
- Life change reviews
- Charitable giving
- Educational client events
A holistic approach to wealth management