Congratulations to Jacob Duffy for being named a Forbes 2023 Best-In-State Wealth Advisor!
Introducing the Investor Resources hub, your one stop shop for market strategy and investor education.
Earn income on available cash balances held in your Baird accounts with Baird's Cash Sweep Program.
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Better understand what’s happening in the world today and what it means for your portfolio and plan.
People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.
We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.
Meet The Team