8000 Excelsior Drive
Live education and insights on timely wealth management topics.
The latest market and planning insights from Baird’s financial specialists.
In Baird, we have a partner with world-class resources and expertise.
Personalized Financial Services
Let's build a specialized plan for you.
Imagine a partner that helps you achieve the things you want for yourself and the people you care about most.
From investment advice to financial planning to managing risk, our wealth management philosophy is built around simplifying your life.
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.
Senior Vice President, Financial Advisor
Assistant Vice President