Our mission is to protect and grow clients' financial resources by providing expert guidance through an ever changing economic environment.
Our investment strategies are designed and implemented based on prudent asset allocation models after analyzing a client's risk tolerance and objectives. We are committed to building lifelong, multigenerational relationships built on the values of our continued success:
It takes a team of skilled professionals and support staff to meet the dynamic needs of clients. Using the extensive resources available at Baird combined with our team's own expertise and commitment to clients’ best interests, we support our clients and their families both now and for generations to come.
Dan Paulson, CLU, ChFC
Senior Vice President
Senior Investment Consultant
Dan has provided financial advice to individuals, families and corporations for more than three decades. Prior to joining Baird in 2001, Dan served as Associate Director for one of the largest multinational insurance providers in the country. He has built his holistic approach to wealth management on a foundation of integrity and exceptional service. Dan received bachelor’s degrees from Walsh College of Accounting and Business Administration before earning his master’s degree in corporate finance.
Dan lives with his wife and three children in Plymouth, Michigan. After hours, he enjoys outdoor activities with his family. Dan is also active in his community; he is a board member of the Schoolcraft College Foundation Board of Governors and serves on its finance committee.
Dan was recently named as a FIVE STAR wealth manger by HOUR Detroit magazine for the seventh consecutive year.
With more than 25 years in global finance, Al brings with him a wealth of experience in a broad range of areas in the financial field. Prior to joining Baird, Al was the senior international trader for a fund company in Birmingham and a financial product specialist and trader in New York City. His exposure to various markets and products, as well as experience with institutional and high-net-worth clients, integrates well with Baird’s broad platform of products and client services.
Al has a bachelor’s degree in economics from Rutgers University. Hailing from New Jersey, Al enjoys classic cars, restoring old houses and spending time with his family.
Jennifer joined Baird in 2007 as a Client Assistant.
She joined The Paulson Group in 2009.
She is committed to providing the highest
level of service to our clients.
Jennifer lives in Oakland County with her
husband Jason and their two children.
Outside of work she volunteers at her children’s
schools and is an active member in her community.