Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.
Senior Vice President, Branch Manager
Working with an insight gained since 1992 in the investment industry, Eric is a Senior Vice President with an oversight on Investment Management, Asset Allocation, Financial Planning and Implementing Defined Retirement Plans for highly compensated small business owners.
Eric joined Baird in May of 2015. He has successfully guided clients through two major recessions and market downturns over the last two decades, and within that context, delivers a level of seasoned experience and an academic approach to asset management. Utilizing a comprehensive planning process, he also employs alternative strategies to mitigate risk and tactical allocations within the context of current economic conditions.
He is a graduate of the University of Maine, Bachelor of Science. Eric has completed Series 7, 63, 65 and is a Registered Life, Health and Disability Insurance Agent. Besides being a Financial Advisor for over 20 years, Eric is an avid outdoorsman, wine maker and a past Golden Gloves Boxer.
Sarah recently joined Baird’s Portland, ME branch as a Financial Advisor. She partnered with Portland’s branch manager, Eric Pronovost, to form The Pronovost Group. Sarah takes a comprehensive approach to long-term planning. She is committed to developing personalized financial plans for her clients to ensure the right financial plan and investment strategies are put in place.
Sarah started her career with Baird in 2015 as a Private Wealth intern in the Portland Branch. She graduated Magna Cum Laude from Endicott College with a BS in Communications. After graduating from Endicott, she earned her MBA from the Van Loan School of Graduate and Professional Studies before moving to Milwaukee to join Baird’s Financial Advisor Foundations Program. Sarah is FINRA Series 7 and 66 licensed and is a Registered Life, Health and Accident Insurance Agent.
Sarah is actively involved in several groups and organizations at Baird and in her community. She serves on the council of Baird Women Advisors as well as in the treasurer role on the board of the Maine Women's Network at the state and chapter levels. Sarah also serves on the New Member committee for the Junior League of Portland Maine as well as in the co-chair position for LINQ through Portland's Chamber of Commerce. In her free time, Sarah enjoys skiing at Sunday River, hiking around Maine and volunteering with several nonprofit organizations in the community.
Senior Client Specialist
Heather specializes in client service. She loves getting to know clients and has experience in the financial services industry since 1990. She is committed to supporting and strengthening client relationships through her service expertise and mastery of contact management.
Heather has more than 25 years of experience in the financial services industry. Prior to joining Baird in 2015 she was a Senior Registered Client Associate with Wells Fargo Advisors, as a result of mergers involving A.G. Edwards & Sons and Wachovia Securities. Heather graduated from the University of Southern Maine, where she earned her Bachelor of Science in Economics – Magna Cum Laude. Heather lives in Gray with her husband and two sons. Heather volunteers in her community, typically within her children’s school system.