Downtown capabilities. Hometown service.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
One of the most important professional relationships you have is with your Financial Advisor. Your long-term financial goals – planning for retirement, securing your children’s education and passing on your wealth to the next generation – are incredibly important and personal. Attaining them requires the insight and expertise of an advisor you can trust. To that end, our team is highly experienced at meeting your needs. Our Financial Advisors average almost 18 years of industry experience, and their assistants average more than nine years each.
That extensive understanding of the financial markets gives us unique insight into the interests of clients like you. And it provides us a deep respect for the many ways people can be affected by their financial security and the financial security of their loved ones.
Individually, nearly every member of our office holds industry accreditations and securities licenses to make sure our skills are the very best for you. We also work with your other trusted advisors – accountants, attorneys and more – to coordinate your entire wealth picture.
And there’s one benefit of our office that was designed to very quietly assist you. To foster relationships between you and your Financial Advisor, we’re conveniently located in Mequon, and our office was laid out with your comfort and accessibility in mind. A short distance from Baird’s Milwaukee headquarters, our location gives you close access to all of the resources of Baird – financial and estate planning, retirement planning, special services for businesses and corporate executives, and more – combining “downtown” capabilities with “hometown” service.
Check out the below links to find out how we can help you.
