Start a Plan Today
We provide unique tailored wealth management strategies to support you and your family.
Meet the Team
Our business is built on a foundation of personal, thoughtful relationships while putting our clients first every day.
My Practice
We work with you to make sure that you're always working towards your goals both in every day life and in retirement.
Create a Financial Plan
Each client relationship begins with a custom, tailored financial plan that explores your goals, needs, and values.
Bull and Baird Blog
Read Michael Antonelli's Blog. Michael is our Market Strategist at Baird.
Strategize for Retirement
Experience a fulfilling retirement with our financial guidance. Whether it's travel, hobbies, or quality time with loved ones, we tailor strategies for your secure financial future. Trust us to make your retirement dreams a reality.
About My Practice
Creating an effective investment strategy is an ongoing process, and I am with you every step of the way.
Our Why
I take pride in creating practiced, disciplined, and comprehensive investment strategies.
We Put People First
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.
Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.