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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About Baird
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.
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.
Brian Westlund
Senior Vice President
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
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...
Eric Wikstrom, CPA, CFP®, CPWA®
Tax Strategist