June has worked in the financial services industry for more than 20 years and joined Baird in 2007. Over the years, June has guided her clients through turbulent markets, by developing comprehensive financial plans and sound investment strategies. Her approach is not just about numbers, it’s instilling a sense of calm and confidence in her clients. June often collaborates with clients’ tax professionals and trust attorneys, ensuring a cohesive plan is in place for her clients.
June earned a Bachelor of Science in Business with a concentration in Finance. This has been instrumental in her ability to provide informed and effective financial advice. She values being a trusted partner to her clients and is committed to an educational approach. She shares her knowledge to empower her clients to better understand major market shifts and instills confidence to navigate through them. She is also a proud Iraqi War Veteran, having served overseas in the Army from April 2003 to March 2004.
Community involvement is part of the Baird culture—we are encouraged to maintain a balance between home, community, and work. June always looks to get involved with her community and is looking forward to finding new organization in the Phoenix area where she can make an impact. June and her husband Nolan, currently reside in Phoenix with their son Landon, and twins Dominic and Autumn.