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Investing As Part Of A Plan
Our objective is to help simplify complexity whenever possible, to make the confusing comprehensible, and to view today’s decisions in light of their long-range consequences.
We invest in order to advance our clients’ financial health and their ability to attain their lifetime goals. We strive to ensure that clients can benefit from rising markets, and maintain emotional comfort during difficult times. We help clients to be well prepared for occasional adverse developments through communication and education.
Growing assets over time is a repetitive process of savings, investing, and exercising discipline and patience.
Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans
The recent omnibus spending bill passed by Congress included a number of changes around retirement savings and withdrawals. Learn more about how these changes might impact you.
The new year marks the beginning of the 2022 tax reporting season for Baird clients. Learn more about when to expect your tax statements here.
Senior Vice President | Certified Private Wealth Advisor® | Financial Advisor
Assistant Vice President | Certified Financial Planner® | Financial Advisor