Find out more about these investment professionals on FINRA'S BrokerCheck >
300 W Vine Street, Suite 1100, Lexington, KY
Our goal is to understand your financial situation almost as well as you do. Our process driven approach will help you organize, simplify and systemize your financial life; as you gain confidence to pursue your financial goals.
We believe two big keys to financial health is to Simply and Organize. Use Baird 360 Wealth to view all your finances in one place. Get started today.
Meet our friends at Baird, who partner with our team to offer exceptional professional resources. From Tax and Estate Reviews, to Trust services, leave no stone unturned when it comes to your financial plan.