The Westlund Morse Group

Offers First Class Private Wealth Management To Help Our Clients' Dreams Become Reality

Who We Serve

We work with high-net-worth individuals, families and business owners to create comprehensive, personalized financial plans that create a roadmap for the years aheadWe create strategies that are tailored to your needs and goals.

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Market Insights

The latest market and planning insights from Baird’s financial specialists.

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Wealth Strategies Webinar

Register for our monthly series to learn about timely topics from the professionals.

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About Baird

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

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Meet The Westlund Morse Group

We combine deep investment expertise and precise planning with first class service. We empower clients with the benefits from a team approach to investment planning. We balance risks with opportunities to design your investment plan, so you have confidence every step of the way. When you work with us, your security is our priority so you enjoy life and achieve your dreams.

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Brian Westlund

Senior Vice President

425-274-4210

bwestlund@rwbaird.com

Brian is committed to helping his clients attain their financial objectives and goals. He accomplishes this by building portfolios that are consistent with the client's comfort level and investment needs. He prides himself on providing...

Patrice Rue

Vice President | Office Administrative Manager

425-274-4208

prue@rwbaird.com

Patrice joined Baird in 2014 when McAdams Wright Ragen merged with Baird. Patrice has over 35 years of experience in the financial services industry. As a Registered Client Specialist for most of her career, she has gained valuable...

Stephen Morse, CPA

Financial Advisor

425-274-4235

stmorse@rwbaird.com

Eric Wikstrom, CPA, CFP®, CPWA®

Tax Strategist

Eric joined Robert W. Baird & Co. in 2021 as a Tax Specialist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan...