People often say that investing money is like a journey from one place to another. You start off with some money and hope that when you reach your destination, you have more.
So let’s say you’re traveling in southern Algeria in a vintage 1965 Series IIA Land Rover. You and a companion are driving south along the edge of the Sahara, using a battery-powered GPS to navigate.
All goes well until late afternoon of your second day on the road when, out of nowhere, a violent sandstorm envelops you. You have no choice but to stop in the descending gloom, stiff winds whipping around the vehicle.
You decide to sleep inside. In the morning, you awake to find that the once familiar landscape has been utterly changed by the storm, and for some reason, your GPS isn’t working. You’re getting nervous. If only you had another one … or better maps. Are you on course?
I work with clients to develop tailored comprehensive financial plans. I've worked in investment banking, institutional equity sales, and wealth management. My background can help you navigate your journey.
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I am happy to help review your financial plan, provide general education, and answer your questions. Getting started is easy.
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Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 200 locations in the United States, Europe and Asia. Baird manages and oversees more than $415 billion in assets for clients around the world and employs more than 4,700 associates.
Our Mission: To provide the best financial advice and service to our clients and be the best place to work for our associates.
We’re honored to have earned national recognition and a reputation for excellence for the financial advice and services we provide. We know these accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry. The latter helps us attract extraordinary people – many of whom stay with us for their entire careers – ensuring the quality and continuity of our advice and service for you.