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Putting the Pieces of Your Financial Life Together

Plan   Protect    Prosper

Your financial life is like a puzzle—made up of many important pieces: investments, taxes, estate planning, insurance, and more. I help you connect those pieces into a complete, well-aligned picture that reflects your goals and values.

STEELCASE RETIREMENT SUPPORT

Financial Planning

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Tax Planning

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Trust and Estate Planning

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Business Owner Solutions

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Whether you're missing a piece, unsure how they fit together, or need to rework the layout, I guide you through the process with clarity and care. With the right plan in place, each piece works in harmony to protect your future and grow your wealth. 

Your Future — Let's Make it Bright.

Meet Your Team

In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, I am dedicated as ever to maintaining the highest standards of service, integrity and discretion that Baird has become known for. Through life’s ups and downs, I remain steadfast in our commitment to serving you, your family, and your future.

Wealth Management Strategies that Work for You.

Wealth Management Strategies that Work for You.

Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability. When you turn to Baird, you gain access not only to your dedicated advisor, but to the strength of an entire family of financial experts.

Insights & Resources

Financial Planning for Service Members

Financial Planning for Service Members

A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.
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All That Matters: Can't Keep a Good Market Down

All That Matters: Can't Keep a Good Market Down

Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.
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Learn How We Can Help You

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