Providing investment banking, portfolio and wealth management, as well as retirement planning services to individual and corporate clients for over 30 years. I offer creative problem solving strategies and solutions along with wealth management expertise for clients, their families, and their businesses.
As a member of Baird's Presidents Club since 2003, my experience with stocks, bonds, mutual funds and insurance provides my clients with customized investment options, expertise and most importantly, exceptional service. By utilizing Baird's vast resources and research options, I have the tools to give clients the non biased recommendations they need to fulfill their financial goals.