Our Profile

Our team has over a combined 70 years of experience and boasts some of the highest recognized designations in the industry. Dan holds the CFP®, CPWA®, & CDFA® designations and Rick holds the CIMA®. We are confident that we will be able meet your needs.

Richard J. Palm, CIMA®

Financial Advisor

Rick began his career in the financial services industry with Baird in 1985. He is a two-time winner of the prestigious G. Frederick Kasten Award, an honor bestowed annually upon the Baird Financial Advisor who best served his/her clients' needs.

As an active member of his community, Rick has served on numerous local not-for-profit boards, and is past President of the Rockford (IL) East Rotary Club and the University of Colorado Parents Association. He currently serves on the Board of Directors for the Cherry Creek Chamber of Commerce, the Cherry Creek Area Business Alliance and the Cherry Creek Theatre.

Rick graduated with a degree in Business Administration from Carthage College in Kenosha, WI. He lives with his wife Valerie in the Hilltop District of Denver and has two sons, Daniel and David. In his free time he enjoys golf, tennis, skiing, traveling and playing acoustic guitar.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Daniel R. Palm, CFP®, CPWA®, CDFA®

Financial Advisor

Dan has spent his entire career at Baird dating back to 2003. His role on the team is as the Senior Planner overseeing & coordinating all aspects of our client's financial well-being.

He has been included by FORBES as one of America's Top Next-Gen Advisors every year since they started the list in 2017. He's also been recognized 8 straight years (2013-2020) by 5280 Magazjne as a FIVE Star Wealth Advisor.

Dan graduated from the Leeds School of Business at the University of Colorado and has gone onto study at The University of Chicago Booth School of Business, the Yale School of Management & The College of Finanical Planning to attain his designations. He and his wife Courtney live in Centennial, CO with their two children Cal & June. In his free time he enjoys golfing, skiing & playing acoustic guitar. During the summer he is an avid hiker having summited all of Colorado's 58 14ers and now prefers camping & backpacking with family & friends.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
 

Chase Moore

Financial Advisor

Chase joined the Palm Group after building his own practice for three years at an independent firm in the Denver area. Shortly after graduating from Taylor University in 2012, Chase married his wife Amy and moved back to Colorado. Chase's role within the team is to provide clients with a holistic planning approach using integrated technology, unbridled curiosity, and a passion for helping clients make better decisions over time. Currently, Chase is pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the College for Financial Planning. 

Enjoying an active lifestyle, Chase has finished multiple half-Ironman triathlons, raced his bicycle all over the country, and has heli-skiied in Canada. Chase and Amy have a bernedoodle named Lily and enjoy entertaining guests with great food and drink in their spare time.

Susan Foerg

Senior Client Specialist

Susan joined Baird in 2014 with more than 15 years of financial industry experience, serving in a variety of roles at firms both large and small. Her dedication in helping to guide motivated individuals and families to build for their financial future has naturally led her to Baird and working with the Palm Group. What Susan enjoys most about this business is bonding with clients while working in an advisory practice that is committed to providing the best financial advice and service for clients.

Originally from St. Louis, Susan came to Denver to attend the University of Denver for a business degree, and stayed to build a business and raise her family. Susan loves everything that the beautiful Colorado outdoors have to offer, especially skiing and both road and mountain biking.

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