Broker Check
BEST-IN-STATE

BEST-IN-STATE

Congratulations to Dan who was recently recognized for the

2026 FORBES Best-In-State Advisor .

BEST-IN-STATE

BEST-IN-STATE

Recognized as a

2026 FORBES 

Best-In-State Wealth Management Team 


2026 FORBES BEST-STATE-WEALTH MANAGEMENT TEAM published 4/7/26, data as of 6/30/25

BEST-IN-STATE

BEST-IN-STATE

Congratulations to Jay who was recently recognized for the

2026 FORBES Best-In-State Advisor .

                                                      MEET OUR TEAM

We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.

Click on a team member below to read their BIO and schedule a meeting

Our Services

Our Services

Our most important consideration? You. We work with you to create financial plans tailored to your needs and believe in preparing for all of life's curveballs.

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Our History

Our History 

Years of experience have prepared us to guide you through your life transitions.

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Our Community

Our Community

At Baird , giving back to our community is a core value that has been integral to our firm since its founding in 1919.

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Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

IRMAA Explained: How It Impacts Medicare Premiums

IRMAA Explained: How It Impacts Medicare Premiums

Your Medicare premiums can rise with income due to IRMAA. Learn what it is and how you can keep your costs under control.
Learn More
Optimism vs. Pessimism

Optimism vs. Pessimism

Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.
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Built To Last: Why Multigenerational Teams Matter

Built To Last: Why Multigenerational Teams Matter

Go beyond a one-size-fits-all approach by working with a multigenerational team of advisors.
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