My Practice

My practice provides wealth management for affluent families and retirees who wish to work with an experienced, trusted professional practice or wish to take advantage of services available through Baird.

Typically, my new clients:

Are seeking a custom-tailored approach, a trustworthy advisory team, excellent communication, and a comfortable relationship with their financial advisor.
Are very concerned about poor communication from their current advisor and lack of a personalized approach.
Are seeking an overall financial strategy for creating and growing wealth, protecting and preserving their wealth, and planning for the distribution of their wealth in life and at death in a tax-efficient manner.
Would like a financial advisory team with a wealth of experience and training, and who have access to advanced portfolio management tools.

I utilize an objective, client-centric approach after determining my clients' financial goals, and I specialize in using the latest money management tools and resources to serve my clients. I communicate with my clients regularly to update them and reallocate their investment portfolios in seeking to best take advantage of market conditions.