A true financial partner with your best interests in mind
Now with 34 years of Investment Experience, I feel fortunate to be aligned with Baird, a company that truly cares about clients as their absolute priority. I thoroughly enjoy the hard working mid-western culture and have never been more impressed with a company as I am with the individuals that comprise Baird.
I am committed to helping clients attain their financial objectives and goals through careful listening, consulting and taking a well-rounded and diversified approach. I am lucky to work with Jodi Hanson who keeps me grounded and focused. Together we make a great team. I still have an entrepreneurial zeal as a Contrarian investor and feel very fortunate to have a job that is a passion. I am also proud to be a shareholder in a private employee owned firm.
In Baird, I have a partner that shares my passion for wealth management, with world-class resources and deep expertise to support me in my mission to provide the very best advice and service I can in important areas, including:
- Portfolio management
- Saving for higher education
- Planning for retirement
- Estate planning services
- Investment tax planning