We are a seasoned, savvy team of financial professionals who have built their careers on their 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.
Managing Director | Financial Advisor
mrprice@rwbaird.com
907-677-8300
Before Maggie began her career in financial services, she worked in Montana in the social services industry. It was while working with individuals who were unprepared and ill-equipped to deal with the many financial obstacles in life that Maggie found a passion for education and planning for individuals, families, and institutions.
Maggie was born and raised in Arizona and graduated from Montana State University with a Bachelor of Science degree. She began her career in financial services in 1983 and strongly believes that continuing education, formal and informal, is the key to helping others succeed.
In her work with individuals, families, and institutions, Maggie has seen both successes and failures. These experiences inform every client interaction, with the primary goal of helping clients achieve their life dreams. She also holds the CFP® designation to ensure she is offering the best, most contemporary information and advice to her clients.
Prior to joining Baird in 2017, she began her career at Foster and Marshall and then worked at Wells Fargo Advisors or predecessor firms. She has stayed the course, through many changes at the helm. Always in search of what is in the clients’ best interest, she led her team and clients to Baird.
Alaska is home base for Maggie, but she enjoys exploring and traveling with her husband Mike and daughter Anna.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503
pgnw@rwbaird.com
PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350
Managing Director | Financial Advisor
sspringer@rwbaird.com
907-677-8300
Sarah focuses on retirement, investment and income planning with high net worth families and individuals. She also specializes in assisting women in transition. Sarah has her Certified Divorce Financial Analyst designation which allows her to help individuals and couples going through or contemplating divorce by providing valuable insight into the financial issues surrounding divorce, such as taxes, pension plans, healthcare coverage, stock option elections, and more.
Sarah began her career in the financial services industry over 20 years ago and has extensive experience and passion helping others to achieve financial freedom.
Sarah was born and raised in Alaska and graduated from Dimond High School. She achieved dual degrees in finance and marketing from Gonzaga University in Spokane, WA. Mrs. Springer holds the CDFA® and CFP® certification.
Sarah has far-reaching experience in the capital markets. She lived and worked in Boston, MA at a world class bond management shop and gained in-depth knowledge of the taxable and municipal bond markets and management. Sarah also worked at an equity management firm before becoming a financial advisor.
Mrs. Springer's career as a financial advisor with The Planning Group of the Northwest started in 2002. Sarah enjoys working with families and women to tackle tough financial obstacles and to help clients achieve their personal and financial goals.
She has a passion for learning and meeting new people, which has taken her all over the world. She has lived and studied not only in Alaska, but in Europe, Boston, Washington and Colorado.
Sarah lives in Fort Collins, Colorado with her husband, Ben, and two sons, Andrew and Sam. She is board member of the University of Alaska Foundation Finance Committee. Sarah also sits on the Executive Committee of YoungLife® of Northern Colorado. Sarah currently is the Past President of the Baird Womans Advisory Council and a council member of ASCEND. She is very active in her community and volunteers in her sons’ classrooms and at her church. Whenever she has a free moment, she enjoys yoga, hiking, and cooking.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503
pgnw@rwbaird.com
PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350
Managing Director | Financial Advisor
gshearer@rwbaird.com
907-677-8300
Grant is passionate about helping others with their pre and post retirement planning to make wise financial decisions and pursue and achieve their goals in life.
Grant started working in the financial services business in 1987 as an intern and has passionately been helping people to maximize the one life they have to live ever since. Having spent 31 years in this profession, Grant has seen what creates long term success and is passionate about helping clients create the success they desire.
Grant was born in Seattle, WA and raised in the heart of Silicon Valley in Los Altos, CA. His passion for helping others achieve their goals began in his late teens and early twenties while traveling all over the world. Over the course of a decade, Grant visited six continents and 28 countries including India, China, Morocco and Ukraine. During these travels he saw tremendous poverty and its consequences and wanted to find a way to help others to live their ideal life.
While achieving a degree from California State University, Chico he continued to travel internationally and also had the opportunity to ride his mountain bike across the United States where he saw individuals struggle day to day with finances.
Grant moved to Alaska in 2007, from California, and loves spending time outdoors with friends and family. He is an avid downhill skier and runner, and has run the New York City Marathon five times. His passion for helping others has not faded and he continues to help fund education for children living in poverty. He lives in Anchorage with his two children, Stefan and Sofia.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503
pgnw@rwbaird.com
PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350
PWM Financial Planner | Financial Advisor
rbunnell@rwbaird.com
907-677-8300
Rachel works with individuals and families to help them make the most of their time today and determine what their assets look like tomorrow. This allows them to spend their most precious resource, time, living their ideal life.
Rachel was born in Utah and raised in Iowa. She has always had a passion for learning and adventure leading her to Alaska when she was 18 for college. She obtained her Bachelors of Science in Marine Biology from Alaska Pacific University where she studied the giant pacific octopus and shrimp in Prince William Sound.
Rachel joined the Planning Group of the Northwest in 2007, beginning her career in the financial services industry. In 2012 she earned her Certified Financial Planner (CFP®) designation and in 2014 graduated with a Masters in Personal Financial Planning (MPAS®) from the College for Financial Planning. In 2019, she earned the designation Certified Divorce Financial Analyst (CDFA®), allowing her to assist individuals and separated couples as they navigate the financial aspects of divorce; she wishes to help them make the best financial decisions possible in an already difficult circumstance.
Rachel has fallen in love with Alaska and has made it her home. She enjoys spending time with her husband, Luke, her son, Ryker, and their two dogs, Corbie and Trigger. Whenever possible, she and her family love to spend time in McCarthy, AK where her husband was raised.
Rachel’s passion for helping others extends outside of the office. She is a member of the Anchorage Estate Planning Council, is the Treasurer for the Alaska Sea Life Center and volunteers her time to 100+ Women Who Care Anchorage.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503
pgnw@rwbaird.com
PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350
Financial Advisor
jradvanji@rwbaird.com
907-677-8300
As a Financial Advisor at Baird, Jelena works to build genuine relationships with clients in order to positively impact their lives. She guides successful families toward great lifetime decisions to protect and grow their income and assets. Jelena believes that comprehensive wealth management is far more than basic investment consulting and that personalized financial planning can provide a foundation for success. The achievement of deeply-held personal goals is the true measure of financial success.
Jelena graduated from the University of Novi Sad, Serbia, with her degree in Business Administration Management. She left Serbia for the opportunities America offered, and before joining Baird Jelena spent over ten years in multiple hospitality industry roles. This experience allows Jelena to provide premium support to all of her clients. As a result, she has developed strong personal skills while diligently addressing customer’s needs in a personalized fashion. She joined The Planning Group of the Northwest in 2019.
Jelena has recently moved to Alaska. She enjoys skiing, hiking, and spending time in beautiful outdoors. A voracious reader, she also enjoys reading psychology and human behavior books in her free time.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503
pgnw@rwbaird.com
PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350
PWM Team Lead
klwright@rwbaird.com
907-677-8300
Kristina provides supervision and support to financial advisors, branch associates and clients. She strives to always do what is right and in the best interest of the client to help them through the many transitions in life. Her love for teaching and helping others to become their best selves is visible in all her actions.
Kristina found her passion for helping others through her work as a teacher. She was born in Louisiana and raised in Wasilla, Alaska. She received a bachelor degree in education from the University of Alaska Anchorage and spent seven years with the Anchorage School District. She not only guided students in the classroom, but also helped students transition from Bush Alaska, home schooling, and alternative schooling, thrive in their new environment.
As a Physical Education and Health teacher, she understood the power and importance of a team working towards a common goal and brings that understanding with her in all aspects of her work and personal life.
Kristina began her career in the finance industry in 2011. She holds the FINRA Series 7 & 66 licenses and is working toward her Series 9, 10, and CFP®.
Kristina’s desire to meet clients where they are in life and help them succeed makes her an invaluable member and leader of our team and resource to our clients.
Kristina has an incredible passion for helping others and is very involved in her community and loves to volunteer. She loves spending time exploring Alaska, whether it be fishing, camping, boating, skiing, snowboarding, and some occasional golfing. She lives in Wasilla and has two children, Pearson and Lewis.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503
pgnw@rwbaird.com
PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350
Client Assistant
pparker@rwbaird.com
907-677-8300
Pam assists clients with their administrative needs. She specializes in operations, distributions, account maintenance, account transfers, 401(k) and IRA rollovers, and ACH connections with banks and credit unions throughout the country.
Pam has nearly five decades of operations and administrative experience which began in 1970. Her various roles including Department Manager, Operations and Inventory Supervisor, Mortgage Loan Officer, and Bank Card Production Control Supervisor have provided her with a wealth of knowledge that she uses to assist in servicing clients today.
Pam came to Alaska in August of 1969 from Kansas City, MO for a month’s vacation. She has been a resident of the state ever since.
She began her career in the securities industry in 1995; she joined The Planning Group of the Northwest in 2008 and is a valuable member of the team. It is Pam’s desire to assist the client in any manner necessary to fulfill their operational needs and she believes it should be as painless to the client as possible. She feels that the client experience should be an experience to be fondly remembered.
Pam lives in Anchorage, Alaska with her husband of 30 years, Dean Parker. She has an incredible relationship with her daughter, Jessica Parker. Pam enjoys spending quality time with family and friends. Her hobbies include sewing, making jewelry and reading.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503
pgnw@rwbaird.com
PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350
Assistant Vice President | Senior Client Specialist
tfrey@rwbaird.com
907-677-8300
Tim assists clients and his fellow team members in all operational needs. He strives to provide clients with clarity and peace of mind through listening, researching and delivering concise and informative answers and solutions.
Tim began his career in the financial services industry 13 years ago. He graduated from Whitworth University in Spokane, WA with a B.S. in Computer Science and Business Management.
Tim was born and raised in Oregon and graduated first in his class from Aloha High School in Beaverton, OR where he not only achieved academic success, but was also a team player on the football and track team.
Tim’s passion for helping others developed during his role as Financial Vice President for the Student Union while at Whitworth University. He obtained his first license in 2006 as an Investment Consultant prior to moving to a Sales Supervisor role in 2012. He then joined The Planning Group of the Northwest in 2016.
Tim currently holds the FINRA series 7 and 66 licenses, as well as the Series 9 & 10 supervisory registration.
His comprehension of operational processes and his desire to understand various aspects of a situation so he can accurately communicate the solution to clients and colleagues make him an invaluable member of our team and resource to clients.
Tim lives in Anchorage with his wife, Melissa, and their two children, Jonathan and Anna. He is actively involved in his community and volunteers in his church. He enjoys spending time with his family, biking, hiking and playing the guitar.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503
pgnw@rwbaird.com
PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350
Client Associate
jlima@rwbaird.com
907-677-8300
Jennifer assists clients in all administrative needs. She strives to always do what is in the clients' best interest. Not only is she a client associate she handles the branch cashiering and correspondence.
Jennifer found her passion for helping others while attending school as a licensed vocational nurse. Through her training she found a desire to assist others both on a physical and emotional level.
Early on Jennifer sowed a love and interest in the marketing and financial industry. In 2006 she actively participated in D.E.C.A. A non-profit organization designed to prepare young leaders and entrepreneurs in marketing finance, hospitality and management.
Jennifer began her career in the finance industry in 2014 as a teller and quickly moved to a lead teller role. She is currently focusing on attaining her Series 7 & 66 registrations.
Jennifer has a strong desire to meeting clients’ needs and her passion for building lasting relationships has made her a strong addition to our team. She joined The Planning Group in 2017.
Jennifer has a passion for helping other. She is very involved in her church, Saint Elizabeth Ann Seton and volunteers regularly at her daughters’ school. She enjoys spending time with her family, reading, and exploring the outdoors. She lives in Anchorage with her husband Jason and daughter Makayla.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503
pgnw@rwbaird.com
PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350