About

Director, Financial Advisor

We are the bridge between where you are today and the financial achievements you wish to accomplish. Through us, our clients have access to Baird’s vast array of internal experts, investment solutions, research, and sophisticated technology that can help meet their wealth management needs. With more than two decades of experience servicing clients and Baird’s extensive resources, we can provide that roadmap for you to get there.

As a Certified Financial Planner®, I take a holistic approach when providing comprehensive financial planning to my clients, along with education, guidance, and trusted money management solutions. I do not use a cookie-cutter approach to our wealth management process. Instead, it’s tailored to meet my client’s specific individual goals. After implementation, we provide ongoing support, guidance, and periodic client reviews. My client’s wealth management needs often change in time and adjustments are necessary. Life happens and we want to be there when it does.

One of our goals is to develop long-lasting, trusting relationships with our clients built on integrity and honesty. We realize that just like investing, that can take time. Baird has been providing guidance to clients for over 100 years and we would love to do the same with you and your family for many more. We look forward to servicing your needs!