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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Our Profile

Our Profile

We create strategies that are tailored to your goals.

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About Baird

About Baird

We're prepared to guide you through life's transitions. 

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Our Practice

Our Practice

We operate our business with ethics and integrity.

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Baird 360 Wealth

Baird 360 Wealth

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

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"It's far better to buy a wonderful company at a fair price, than a fair company at a wonderful price."

- Warren Buffett

Welcome to the family!

Welcome to the family!

People choose their careers for many different reasons. When we decided to become Financial Advisors, we were 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.

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.

Your goals are our goals.

Your goals are our goals.

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 in important areas, including:

  • Portfolio management
  • Saving for higher education
  • Planning for retirement
  • Estate planning services
  • Investment tax planning
  • Insurance
We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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