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We help make your retirement an adventure worth sharing.

<strong>Services</strong>

Services

We create strategies that are tailored to your needs and goals.

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<strong>About Baird</strong>

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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<strong>Baird 360 Wealth</strong>

Baird 360 Wealth

View all your finances in one place. Get started today.

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<b>Who We Are</b>

Who We Are

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Meet Our Team

Chuck Wheeler

Chuck Wheeler

Senior Vice President, Branch Manager

515-222-9065

515-327-0038

Alec Turner

Alec Turner

Vice President, Financial Advisor

515-222-9157

515-327-0038

Karen McKamy Ellingboe

Karen McKamy Ellingboe, CFP®

Branch Administrative Supervisor

515-327-0024

515-327-0038

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