Forbes Best-in-State Wealth Advisors
We navigate the complexities of wealth management, offering a “one-stop” solution that coordinates investment management with tax and estate planning strategies, providing you with the peace of mind that your plan is aligned with your goals. Our philosophy is as follows:
We Have Our Own Money at Risk. We take pride in the fact that we own the same securities as our clients, and we’d never ask clients to take risks that we wouldn’t take ourselves. We believe that is the best way to obtain true objectivity and avoid conflicts of interest.
We Aren’t About the “Next Big Thing”. We do not believe in market timing – instead we believe in “time in the market,” which means that good returns come from buying good investments and holding them for the long-term.
Your Goals are Most Important. We are goal-focused, versus market-focused. That’s why we provide more than just investment management, focusing on clients’ personal “big picture” and the strategies that are right for them.
Rick Wholey, CFP®
Rick concentrates on portfolio investment management as well as tax, estate, and wealth protection strategies, and leverages both his early years in equity research and his passion for the stock market to manage the equity investments within client portfolios. Rick joined Baird in 2006. Previously, he served as a Principal at a Chicago-based investment firm, where he managed the sales team and started the firm’s research department, in addition to his role as a financial advisor. Rick lives with his family in the Chicagoland area, where he is actively involved with Midtown Educational Foundation, which manages after-school programs for at-risk youth. He is a graduate of Northern Illinois University.
David Poitras, CFP®
David concentrates on portfolio management and advanced financial planning strategies, and brings his career of fixed income experience and knowledge to clients’ portfolios. Prior to joining Baird in 2006, David was a Principal at a Chicago-based investment firm where his responsibilities were focused on fixed income portfolio management for two mutual funds and several institutional bond portfolios. Earlier in his career, David managed a five-trader Bond Department. David graduated from Northern Illinois University and lives in Wheaton with his family. A private pilot, Dave is involved with Angel Flight, a group dedicated to providing free air transportation for those in need of medical care.
Financial Advisor in Training
Nick Boi, CFP
Associate Financial Advisor
Nick joined the team in 2013, bringing expanded offerings to the Group, including insurance. Prior to Baird, he worked at AXA Equitable, developeng his skills in client relations and earning his certification as an Investment Advisor Representative. Nick graduated from the University of Illinois Champaign-Urbana with a bachelor’s degree in mathematics. At Illinois, Nick was an avid participant on the school’s club rugby team.
Stevie is a graduate of James Madison University where she earned her Bachelor of Arts degree in International Affairs: European Politics with a Minor in German. Stevie most recently spent time at Lenox Advisors as a Client Service Associate. Prior to that, she was a Senior Sales Executive at Naseba and also spent time as an Investment Operations Assistant with McTigue Financial Group. Stevie resides in the Lakeview neighborhood of Chicago, and in her free time she enjoys traveling, cooking, and fishing at Belmont Harbor.