We are a seasoned, relationship-minded team of financial professionals.
And we’ve built our careers on our expertise, reputations, and relationships.
Do we know how to work a spreadsheet? Absolutely. But that’s not where our most powerful work lives. It’s not even what we’re most proud of.
We connect, protect, and guide the decisions that will help you live the life you want to live, not just in the future, but right now.
Some of our clients are a little surprised at the questions we ask them. Why? Because they think we want to talk about investments. In reality, though, it’s you, your life, and your goals that are always our main focus; investments are just a means to an end, not the end itself.
We also stand for something.
For us, this isn’t just about providing a top-notch service; it’s about doing what’s in the best interests of the client.
So when our last ﬁrm put us in the difficult position of choosing between their proﬁt and our people, we did what a revolutionary does.
...And we never looked back.
Having spent thirty plus years at our prior firm, we made the difficult decision to make a revolutionary leap. We did this because we felt Baird’s culture and values were aligned with our teams vision for the next thirty years and beyond. It wasn’t an easy decision but it was the right choice for our clients and our team. We knew there was nothing more important.
We didn’t sneak out in the dead of night. We asked our clients to come with us, to continue what we started together. It would have been easier for them to hang back than to make the trek to this new frontier, but they came.
They are our people. Are you? Find out if we’re a fit.