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Jon has been with Baird since 2009 and in the financial services industry for over 30 years. Prior to joining Baird, Jon was with Wachovia Securities since 1997 and has also been with PrudentialSecurities and Shearson Lehman Brothers, where he began his career. His areas of expertise include comprehensive financial planning for individuals, businesses and trusts including retirement, estate planning and custom portfolio management.
Jon takes a very personal one-on-one approach to meeting clients’ financial and personal goals with an emphasis on superior service. He recognizes that every client is different and consequently they have their own needs and goals. Jon takes pride in helpinghis clients identify their needs and then develops an individualized plan to achieve their goals within their individual risk tolerance.
Jon obtained a Bachelor of Science degree from California Polytechnic State University, San Luis Obispo in 1983. He is a member of the Gold Country Estate Planning Council, on the board of The Center for the Arts in Grass Valley and Former Chairman of YubaRiver School’s Education Foundation.
Jon resides in Nevada City. He has three adult children; Jessica, Erika and Galen. In his free time he enjoys skiing, bicycling, fly fishing, golf, gardening and attending live music events.
Senior Vice President
Janice strives to create financial success for her clients through honoring each person’s unique value system and helping them attain the best financial plan that is tailored for them. Financial plans can change over the course of a lifetime, but the cornerstones of clear communication and long standing trust does not. Under these core values working with Janice allows her clients to continually assess their progress and goals and gives them the ability to adjust their ever-changing financial plan as life evolves.
Janice joined Baird in 2015, and brings 20 years of industry experience to her clients. Her areas of expertise include women’s wealth management with a focus on financial and retirement/comprehensive and holistic intergenerational planning, as well as transitional planning around divorce, death and inheritance. Janice’s financial planning process is based on the values of connecting and understanding. Through this process she integrates her client’s financial vision into a workable strategy. Her practice is built on a cooperative and equality based foundation, offering her professional knowledge and service to her clients.
Janice graduated from The University of Oregon in 1986, and completed a Teacher’s Certification course - Type A at the University of Colorado in Boulder in 1989.
Janice currently lives in Nevada City, CA. She is an active member of the Financial Planning Association for over a decade, and is a board member for The Center for the Arts in Grass Valley. Her interests include arts, education, skiing, yoga & gardening.
Wendy graduated from Santa Clara University with a business degree in Finance and has obtained her Series 7 and Series 66 licenses. Her upbeat attitude and witty personality make her a joy to work with, both in a team dynamic and while supporting clients. Wendy was born and raised in Nevada County and enjoys living on Nevada City with her daughter Isla Rose and their dog, Ho-Ho-Bee.
Before coming to Baird, Peter worked for The Center for the Arts in a multitude of roles helping to bring arts, music, and education to the community for the past 8 years. Prior to that, he lived in Los Angeles where he studied at various theater companies and grew to appreciate the community he left behind. He's excited to be joining the Lee & Dunn Group at Baird to continue to support the people of this community in a new way.