Broker Check

We help make your retirement an adventure worth sharing.

Peace of Mind, Beyond Money

Peace of Mind, Beyond Money

From investment management, to financial planning, to managing risk, our wealth management philosophy is built around both simplifying your life and maximizing its potential. Our team has over a combined 40 years of experience and boasts some of the highest recognized designations in the industry. We strive to be the premier wealth management group for individuals and their families, and take pride in building trusting and long-term relationships with our clients. Helping you take care of yourself and your family is our first priority. Through our unique team based approach, you receive the very best from each one of us. 

Meet Our Team

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

<strong>About Baird</strong>

About Baird

In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management

Learn more
<strong>Our Approach</strong>

Our Approach

Every client's financial goals, situation, and personal investment preferences are unique. Learn more about the services we provide below.

Learn more
<strong>Baird 360 Wealth</strong>

Baird 360 Wealth

View all your finances in one place. Get started today.

Learn more

Ready to feel secure about your financial future? Reach out below to get started. 

Thank you!
Oops!