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Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want your assets to accomplish for you in order to create a financial plan to help achieve these goals. 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 needs in these areas:

Financial and Estate Planning
  • Retirement and education planning
  • Tax strategies
  • Wealth transfer
  • Charitable giving
Investment Management
  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management
Risk and Liability Management
  • Life and Long-Term Care Insurance 
  • Annuities
  • Lending services

As your needs evolve over time, you can be sure this line of communication will remain open so I can ensure your comprehensive, personalized solutions remain on track for the long term.

Address: 2525 W. End Ave., Ste 1000 Nashville TN 37203

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.