Perspectives on Estate Planning
Perspectives on Insurance Planning
Perspectives on Technology
Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want your assets to accomplish for you in order to create a financial plan to help achieve these goals. Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific needs
Brent is a veteran of financial services who began his career with Baird. Brent is a Registered Representative with the Financial Industry regulatory Authority (FINRA) and is also a Registered Investment Advisor Representative.
Creating and effective investment strategy is an ongoing process, and I am with you every step of the way.
From wealth management to estate concerns, I'm ready to help.
Taking pride in creating practiced, disciplined, and comprehensive investment strategies for you.
When done right, Wealth Management is a relationship between you and a trusted financial partner – someone who understands your priorities and values and has a personal interest in seeing you attain the future you want for yourself and those closest to you.
At Baird, we take that relationship personally. That’s why we strive to provide you with all the advice, services and resources you need to make the best decisions for your future.