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Recently I made an important decision to join Baird, an independent financial services firm. I was led here by a desire to follow my entrepreneurial instincts, and by a desire to make a greater difference in people's lives. By taking all the things I have learned over the years, and coupling that with a great partner in Baird, I will now, independently, help clients to achieve their financial goals.
I began my career in 2008 as a stockbroker for Charles Schwab. It was the beginning of the worst financial crisis since the Great Depression. Despite the challenges, I managed to close out 2009 in the top one percent of brokers at the firm, earning a spot on Chairman's Club. After four years at Schwab, I moved to Washington, DC to work for UBS. My experience as a Portfolio Analyst with UBS was invaluable, but after three years, I decided it was time to help clients on a higher level. I chose Baird for several reasons:
They are based in Milwaukee, Wisconsin, and share the same mid-western values as me.
Since 2004, Baird has been one of the FORTUNE 100 Best Companies to Work For®. This has enabled Baird to attract and retain some of the top talent in our industry, including leading specialists in financial, retirement, estate and tax planning – all of whom are accessible to me.
They have over $170 billion in assets, and have never received a government bailout.
Baird is honored to have ranked No. 1 overall for research quality and importance among small-/mid-cap research advisory firms in a 2016 survey by Greenwich Associates, a leading investment industry consultant. In fact, Baird has been ranked Number One in multiple Research and Sales categories for many consecutive years. These invaluable insights are available to you through me.
After eight years in the business, I am confident that I have the knowledge and experience to help you achieve your financial goals. With that in mind, please don't hesitate to reach out to learn more about Baird and how we can work together.