– Benjamin Franklin
As your wealth advisor we approach our engagement with you in these three ways
Your financial life is an extension of your life. The pathway you seek is your game plan. As your coach, we collaborate with you as the player to find the best approach that fits your needs, goals and objectives. Our playbook is very thick with many different plays relating to successful "games" we have navigated as well as the multiple types of players we have helped succeed. We help you navigate the financial decisions so that you can feel more confident of these decisions.
Dreams, Hopes, Desires, Fears, Concerns, Worries. The most successful people we have known have expressed all of these. As your confidante, we work to improve the odds of the outcome of the first three and diminish and reduce the impact of the last three. Our role is to help build towards positive and realistic outcomes. We revisit these dreams and fears regularly as your life changes to provide opportunities and to manage adversities.
Your wealth is extremely important to us. Care and prudent management of your financial assets as well as the myriad of other items that impact your total wealth is our one mission.
Senior Vice President
When working with her clients Jean believes the most important component is to understand and confirm the “Why” of personal wealth management. Her goal as your wealth manager is to help improve your life and to achieve...
Kurt’s fascination with the financial markets and his love for educating and helping people led him to a career in the financial services industry over 10 years ago. Kurt joined Baird in 2016 and is passionate about helping...
Anders began his financial services career in 2003. He has worked in a variety of roles and brings a very broad, versatile skillset to the team. During his career he has had experience working for multiple firms such as Ameriprise...
Sr. Client Specialist
Molly Sproull brings her extensive financial planning knowledge and attention to detail to the holistic planning-focused team. Prior to joining Baird she spent over twenty years in the corporate offices of RBC Wealth Management...