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Our Purpose

Our Purpose

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.

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Growing assets over time is a repetitive process of savings, investing, and exercising discipline and patience.

Market Insights

Market Insights

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

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2022 Secure Act

2022 Secure Act

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.  

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Tax Reporting Mailing Dates

Tax Reporting Mailing Dates

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.  

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Meet Our Team

Tom Lombardo

Tom Lombardo

Senior Vice President | Certified Private Wealth Advisor® | Financial Advisor

Shelley  Pearce

Shelley Pearce

Senior Vice President | Certified Private Wealth Advisor® | Financial Advisor

Kirsten  Kunkel

Kirsten Kunkel

Assistant Vice President | Certified Financial Planner® | Financial Advisor

Tiffany  Lally

Tiffany Lally

Client Assistant

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