Wealth Management for Your Lifetime and Your Legacy
Nancy Osmond Popovich
Nancy is a Managing Director at Baird. Her practice is focused on the central needs of her clients and those closest to them. She specializes in asset allocation, investment policy, wealth transfer and charitable giving. She has dedicated herself to helping both her clients and the broader community since she began her career at Merrill Lynch in 1998. She was a founding member of the Baird Network of Women Financial Advisors in 2008, has been an active member of Baird's mentoring program and is a former co-chair of the Financial Advisor Advisory Council.
Nancy's interest in financial planning grew out of her own family experience, when she witnessed firsthand as a young girl the tragic consequences that can result from inadequate planning. Since then, she has dedicated herself to making a difference in the lives of her clients and stressing the importance of financial preparedness. She is especially passionate about helping women and children learn the basics about responsible money management so they can make smart financial choices and gain confidence through their decisions.
Nancy is a founding co-chair of the Women's Health and Empowerment Circle Advisory Board at the Virginia Hospital Center and is a supporter and fundraiser for Hopecam, Neediest Kids and other area non-profits. She and her family live in Vienna, VA.
Nancy Popovich Awards:
Ryan C. Unthank, CFA®
Senior Vice President
Ryan Unthank is a Portfolio Manager for The Popovich Financial Group; he joined Baird in 2005 and has been working with Nancy since then. He partners with Nancy to advise clients on retirement strategies such as financial planning, investment management and asset allocation. His background is on the research side of the business where he has over ten years of experience specializing in equity and fixed income selection and portfolio management. He has authored market-specific articles focused on the credit markets and investment strategies, you can view these insights here.
In 2014 Ryan became a CFA® Charterholder and is an active member of the local CFA Society of Washington, DC. Ryan transformed an early interest in mathematics into a bachelor's degree in finance from Virginia Tech University. He currently lives in Asburn, VA with his wife, Jenni and kids Gabriella & Gavin.
Brittney M. Goad, CFP®
In her spare time, Brittney likes to run, hike and travel around the world.
Shannon L. Johnson
Shannon Johnson is a Client Assistant for The Popovich Financial Group. Joining Baird in 2007, she continues to expand her knowledge in the industry. She is responsible for account maintenance/processing, opening new accounts, transferring assets and cashiering, as well as client support with Baird Online Access. Shannon joined Baird as a receptionist before becoming a Client Assistant. She enjoys the challenge of resolving her clients' complex and often unpredictable concerns. Shannon and her family live in Chantilly. She enjoys spending quality time with her family and cheering for the West Virginia Mountaineers.
SueAnn Griffin, CDFA®, CFP®
SueAnn resides in Towson, MD and is a Board Member of the West Towson Neighborhood Association. She is also the Chapter Treasurer DAR, Commodore Joshua Barney-John Eager House Chapter. In SueAnn's free time she is a adeventure traveler and an avid tennis player. She recieved her BA degree in 1990 from Lynchburg College. Later, SueAnn recieved her Master's in 1992 from The American University here in Washington D.C. She has many years of experience on the Insurance side and is The Popovich Financial Group's leading expert when it comes to advice on Insurance and our client's needs. SueAnn is also a designated CFP®