My Practice

My wealth management LEADER process utilizes a 4-step approach to achieving your financial goals.

Learn:      

In this step, we will work together to discover what is most important to you about money. We will go in-depth about your current situation, relationships, and what you would like to achieve financially.

Develop:

In combination with the resources available to me through Baird, one of the largest privately held investment banks in the US, I will uncover any blind spots, and present a plan.

Execute:

Upon a mutual commitment, we will implement the plan.

Review:

We will review the progress quarterly, and make adjustments if necessary.

BAIRD HIGHLIGHTS