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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 Management

Income protection strategies

UITs

Lending services

Divorce Planning

In-depth financial analysis

Advice to attorney and divorcees relating to divorce

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