My Process As a Baird financial advisor, I will invest my time to understand what you are working towards before you invest your money. I enjoy the opportunity to partner with individuals and families on creating and implementing strategies that work toward specific goals that we set together. Whether you are planning for retirement, saving for college for children or grandchildren, or trying to protect the financial future of the ones you care for most, we will work together to help ensure you stay on track and make adjustments as needed. As a financial adviser, I continue to educate my clients and help them pursue their dreams. As your partner, I will get to know you and your family, earn your trust and guide you throughout your lifetime to help you achieve your success. What do you want to accomplish? What does retirement look like to you? What type of legacy do you want to leave? Once we establish your goals, we can strategize how to help you achieve them. This is where your story begins but not where it ends. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored portfolio that is specific to you. Once arrangements are organized and agreed upon, I will submit your plan into execution. We’ll meet periodically to review your portfolio and look at your risk, cost performance. It all starts with a complimentary conversation.