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 better focus and execution with all areas of your financial life. By examining your needs and objectives, your history and experiences, and your entire risks and resources, she hopes to construct a SMART™ (Specific, Measurable, Attainable, Realistic and Timely) plan to improve your life.
A Wealth of Experience
Jean brings over 30 years of industry experience and insight to her clients. Prior to joining Baird in 2014 Jean was a Senior Wealth Advisor at Clifton Larson Allen Wealth Advisors (over 9 years). This experience allows her to provide unique and well-rounded insight to clients’ personal wealth management. Additionally her expertise in financial planning, asset allocation, risk management, tax planning, and insurance provides clients a wealth of knowledge.
Jean and her husband Doug are new residents of St. Paul, MN. Jean enjoys spending time with her family; two sons Tim and Jake, as well as playing with her dogs, golfing, gardening and traveling.