My Practice
My clients have come to expect certain standards when they work with me: A high level of care, a thorough understanding of their needs, frequent and honest communication, and personalized solutions that help create the life they deserve.
Some of the things that set me apart from other advisors include:
Experience
I have spent 30 years working with clients to create plans for their future, with many different types of clients in many different market environments.
Fiduciary Standard
Every move I make for you will be in your best interests. I will never recommend products or strategies simply because they create commissions for Baird or for myself.
Multigenerational Planning
I work with many families that span multiple generations, helping them create a legacy that will last for decades.
Team Approach
I can turn to Baird’s in-house specialists for expertise in estate planning, tax planning, business owner solutions, and any other situation in your life.
Proactive Communication
I hold quarterly calls with each of my clients, as well as a thorough annual review and meetings whenever you undergo a major life change. This consistent communication allows me to keep apprised of everything going on in your life and remain proactive about your plans.
Carefully Planned Meetings
I have an agenda for every meeting so that we have a plan in place and send you a summary of each of our conversations.
Focus On Transition
Many of my clients are going through a divorce or job loss or retirement and need guidance on the changes that they need to make to their financial strategies in order to maintain the life they want.
A Family Feeling
My best clients come to consider me part of the family. That is the most rewarding part of my work.