I am proud to serve you as a Director and Financial Advisor, with over 37 years of industry experience. Prior to joining Baird, I was with Morgan Stanley and Smith Barney.
Wealth management means much more than providing you with investment advice. It means helping you maintain the financial independence you've worked to achieve. It means striving to ensure you have the means to pursue what’s most important to you. And of course it means understanding your unique goals, values and circumstances to determine the financial priorities, estate planning and investment strategies that are appropriate.
Away from work I enjoy quality time with my close-knit family, playing Pickleball and a little fly fishing(check out my Learning Center). My wife, Dede, and I are blessed with four truly wonderful adult children, a sparkling new Daughter-in law, two very cool son-in-laws, two adorable grand-daughters, two brand spanking new grandsons & a fun grand-dog too. We are active members of the Columbia Club and the Riley Children's Foundation - I was/am a Riley Kid.
Please take a minute to explore my website - The Learning Center has new/interesting content often and the News & Insights page is actively updated with thought leadership and timely market insights to help you.
Together, we can do just about anything - Let's start by helping you Discover the Baird Difference and what that means for you.
Thanks for your visit - please call or email me if you'd like to see anything different or chat about something you would like help with.