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 in order to create a financial plan to help achieve these goals. 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 strategies
Wealth transfer
Charitable giving
Investment Management
Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management
Risk and Liability Management
Life and Long-Term Care Insurance
Annuities
Lending services
As your needs evolve over time, you can be sure this line of communication will remain open so I can ensure your comprehensive, personalized solutions remain on track for the long term.