CPA, CDFA®, CRPC®
Helping Clients Navigate Life's Events
Plan Wisely, Live Fully
"Why choose you?"
The answer is simple. Not everyone should.
There are many talented advisors.
But, for me, it's so much more. The net is wide.
CFQ (Chief Financial Quarterback). I'm all in.
My client relationships are built on:
These are non-negotiables. We need to like and trust one another. It's that simple, really.
- During Life
- Upon Estate Dissolution
Maybe It's a Good Fit? Let's Find Out!
Not to be tackled all at once. We'll prioritize. Bite-sized, manageable pieces.
Baird has identified 13 Issues to be the most important to our clients. Life happens.
Your peace of mind is my goal. Let's talk.
Let My Experience Help You
A significant milestone in your life, including financially.
Are you financially secure? Pursue your dreams with peace of mind.
Challenging, in most cases. I'm with you pre- and post- settlement.
Assistance with the immediate financial concerns and estate dissolution.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
An often stressful undertaking. We have resources and experts ready to help
Assistance in evaluating all aspects to your financial life and strategy
Everything we are, do and hope to achieve at Baird is driven by a straightforward mission:
"To provide the best financial advice and service to our clients and be the best place to work for our associates."
We strive to create great outcomes in your financial life by keeping your interests first – always. It also means remaining committed to honesty, integrity, transparency and teamwork – ideals our firm was founded on 100 years ago. And they continue to make Baird a great firm to work with today.
Today’s economic landscape is complex.
It’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability.
As a Baird client, I will be your dedicated Financial Advisor, but you'll also benefit from the strength and experience of an entire team of financial and investment experts. The bench is full, talented and always willing to help.
To live each day with honesty, kindness, love and empathy.
Quality, perspective, honesty and integrity: my core values are at the center of everything I do.
My education and industry experience have prepared me to guide you.
I create thoughtful financial strategies that are uniquely tailored to your needs and goals.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."