Proverbs 15:22

" Without counsel plans fail, but with many advisors they succeed."

We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.

In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service we can. We seek to go far beyond monetary and objective data in the strategies we create for our family of clients. We strive to understand the purpose behind everything our clients’ desire; whether it’s coordinating the complexities of their retirement and investments, or passing on an estate or the family business. Clients entrust their financial future to us. Our training and experience allow us to accept this responsibility. Our personal integrity, reputation, and heart earn it.

Matthew P. Rickaway, CRPC®

Financial Advisor

People choose their careers for many different reasons. When I decided to become a Financial Advisor, I was driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

Matt joined Baird in January of 2015 after starting his career in 2008 with Wells Fargo Advisors. He holds a Series 7 and 66 licenses and the Chartered Retirement Planning CounselorSMSM (CRPC®) certification from the College for Financial Planning. He is a 1995 graduate of Texas A&M University. Matt’s previous experience includes over ten years at Pfizer Inc., the world’s largest pharmaceutical company. Majority of that time was spent in upper management even serving in their New York City headquarters.

As each has received a gift, use it to serve one another, as good stewards of God's varied grace. 1 Peter 4:10

Giovanna Swisher, CFP®, CDFA®

Financial Advisor

Giovanna started her career in wealth management in 2003 with A. G. Edwards after spending 15 years as a research analyst. In July of 2014 Giovanna joined Baird.  Giovanna holds a Bachelor of Science degree in Finance from Oklahoma State University and a Masters of Business Administration from University of Houston – Clear Lake. Giovanna earned her CERTIFIED FINANCIAL PLANNER™  in 2006 and her Certified Divorce Financial Analyst certification in 2016.  Giovanna’s specific expertise and knowledge has helped many pre-retirees and retirees prepare for and navigate retirement as well as other major life transitions.  

Giovanna and her husband, Curtis, have lived in the Brazosport area since 1983.  They have two grown children and are active in their church and several community organizations. Giovanna also enjoys traveling, photography, and gardening. She also takes time to mentor young adults and teach financial literacy.

PERSPECTIVE

As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST® one of my passions is to assist people with their wealth building and preservation strategies. I understand the importance of a family’s financial health. I believe in order to enjoy life’s most meaningful moments you must have peace of mind, comfort in knowing that your financial affairs are in the hands of objective, trusted, and experienced professionals.

Nancy K. Sims

Client Assistant

Nancy graduated from Sam Houston University with her Bachelor of Business Administration degree in 2008. Before joining the Baird Private Wealth Management team, Nancy specialized in trust and wealth management operations for over 8 years and served as Vice President Wealth Management Officer and Operations Officer for over 5 years. Nancy is a 2011 graduate of Texas Bankers Association Trust School and completed the Graduate level in 2012. She received her Accredited Trust Operations Professional Certification I & II in 2016. She has managed the operations and administration of charitable remainder trust, special needs trust, irrevocable and revocable trusts along with Individual Retirement Accounts. Nancy has a combined sixteen plus years of experience in accounting, supervision, development, policy and procedure implementation and production, strategic planning, and auditing. While an active member of the Lake Jackson Business Association from 2016 – 2019, she served as the Treasurer for two years.

Nancy and her husband, Chad, have four children and enjoy the adventure found in the great outdoors. When not busy chauffeuring around kids, you can find her working on design, painting, or baking.

BAIRD HIGHLIGHTS