Services

What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific needs in these areas.

Financial and Estate Planning

Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

Investment Management

Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Risk and Liability Management

Income protection strategies
UITs
Lending services

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