Baird is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to join Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Read our team bios below to learn more about us and the client-focused service for which Baird is so well known. Contact us today to explore a partnership with Baird
A Wealth of Experience
Terry’s many years of experience help him to develop personalized financial plans that reflect the "real world" situations that each individual client faces.
He and his wife of almost 30 years, Debbie, have two beautiful daughters. He feels he has learned a great deal about finance from his role as a parent. Terry’s experience of building a family and the issues that families face provide him with an insight to what financial needs his clients and their families may have.
Growing up in a poor and single parent household in a small town in North Carolina, Terry learned the value of hard work and saving at a young age. His biggest source of inspiration was his grandparents that taught him the value of "the dollar" based on their experiences during The Great Depression. Many have joked that Terry must have grown up in the Depression himself with his emphasis on saving and conservative financial plans.
Terry spent six years in the United States Navy’s nuclear power program gaining valuable experience in a challenging team environment that gave him the fortitude to see things through to a conclusion.
Terry is a voracious reader and is constantly developing better financial management skills. Over the course of his career, he has earned a Bachelor's of Science in Accounting, a Certified Public Accounting licenses, his Masters of Business Administration, and even the CERTIFIED FINANCIAL PLANNERTM certification. The world of finance is constantly evolving and Terry strives to stay up to date with the fast paced but exhilarating environment.About Terry
He has participated in several endurance sports including several marathons, cycling events, and even the 2012 Coeur d’Alene Ironman. The discipline needed to compete in these sports has transferred into other areas of his life. He strives to pass on the belief that with enough hard work, anything is possible (even competing in an Ironman at the age of 50).
In his spare time, you can find Terry on the golf course or in his recliner watching NASCAR.
California Insurance License #0B76164
Kelly’s mission is to help others reach their personal and family financial goals. She develops personalized and practical financial plans and advises her clients on appropriate investments to help them achieve their goals.A Wealth of Experience
Kelly strives to develop a personal relationship with her clients to better understand who they are and what is important to them. From there, she creates a plan and selects quality investments that align with the client’s goals and objectives. Kelly encourages constant communication and periodically updates goals and plans to meet client’s needs at each stage of life. It is her goal to share in her client’s vision of their future and help them achieve lifetime financial goals.
Kelly gained valuable experience working for Oracle America Inc. In her time there she served in the roles of Senior Analyst and Senior Lease Administrator for international offices. She attended the University of Oregon, where she earned her Bachelor of Science degree in Accounting. Since joining Baird, Kelly has earned the CERTIFIED FINANCIAL PLANNERTM certification and the CERTIFIED DIVORCE FINANCIAL ANALYST®.About Kelly
Kelly and her husband, Paul, grew up in the Roseville community. They just welcomed a sweet baby girl, Addison, into their family. In her free time, she enjoys being with her family, working out, trying new recipes, and having game nights with family and friends.
California Insurance License #0K93186
Chris is passionate about understanding the real-world challenges that clients face and prevent them from reaching their personal financial goals. He is driven to develop solutions that will guide them to achieve success.
A Wealth of Experience
Chris uses a collaborative approach in dealing with clients to develop a deep understanding of their current situation, priorities, and their vision for the future. Backed by the vast resources of Baird, he is able to tailor a plan that uses diversification and investment objectives based on long range planning, all within the scope of each individual’s risk tolerance. Chris believes that constant, ongoing communication and synergy are essential to building a successful partnership.
Before joining Baird, Chris worked for numerous Fortune 500 companies, where he teamed with clients in solving complex problems in areas of supply chain, finance, and insurance. His experiences were challenging and rewarding. However, they made him realize the impersonal approach that some large companies take with their clients. Through this, Chris became focused on understanding the client rather than just their “money”.
In addition to holding applicable securities registrations, Chris earned a bachelor’s degree in finance and international business from Arizona State University.
Chris was raised in Roseville and is passionate about giving back to the community. He volunteers at his local church where he serves in the Children’s Ministry. He is also an avid snowboarder and enjoys working out and hiking when time allows.
California Insurance License #0M41447
A Wealth of Experience
Amy brings her extensive experience in administrative management to the business of our partnership. She is responsible for all aspects of operational and service support for our clients
She was raised in Duxbury, a small town in Massachusetts, with a large extended family. Her closeness to family and strong sense of community remains a vital part of her life today. From a very early age, Amy has been organizing, orchestrating, and "getting things done". Amy has long been considered the problem solver for her family and friends.
Amy has been employed in the brokerage business in various positions for more than 30 years. She holds an MBA from the California State University of Sacramento, and a Bachelor of Arts degree in English from the University of Massachusetts. In order to better serve our clients financial needs, she holds various FINRA Securities and Supervisory licenses
Amy has a keen awareness of the pitfalls to avoid in the industry. Amy’s goal in her current position is to help clients address the financial issues that they face on a daily basis. Amy has remarked, "I never want a client of ours to have to call an 800 number". She strives to assist our clients in every step of the process in order to make their financial life easier and less stressful.About Amy
Amy’s genuine concern and compassion for her family and friends does not stop with her personal relationships but carries over into her professional life as well. Whatever she would do to help her family or friends, she would gladly do for our clients as well.
Amy is active in her community and the home owner’s association where she lives in Sacramento. When she is not working she enjoys spending time with family and friends, golfing, movies, traveling and spending weekends at Lake Tahoe.
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