Peace of Mind, Beyond Money
My job is to quiet the noise and walk beside you through life's inevitable transitions. Your time is your most sacred commodity. I strive to help you simplify your life so you can share your time and talents with others.
We want our families to have the confidence in making hard decisions and knowing they have a support team behind them.
Mission
Time is your most sacred commodity. We strive to help you simplify your life so you can share your time, energy and purpose with others.
We walk with our families to be a supportive sounding board, help make confident financial decisions, while you live your legacy.
Wealth Philosophies
Investing is a marathon, not a sprint.
Money and profit are NOT dirty words.
Protecting wealth is different than growing wealth.
Time in the market, over timing the market.
Selecting successful investment options is both an art and a science.
The best investment you can make is always in yourself.
Discover the Baird Difference
Baird is small enough to be responsive to our clients’ needs, yet large enough to gain access to the type of world-class investment resources that our clients expect. Still, it is Baird’s culture of putting our clients first, in all that we do that really sets us apart.
One of the FORTUNE® 100 Best Companies to Work For® since 2004.
Risk Tolerance: What’s Your Style?
To Bubble or Not to Bubble: That Is the Question
