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. Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

Professional Collaboration - I realize that your financial success does not occur in a vacuum. Your success depends on the coordination of investment, accounting and legal principles. I work in close collaboration with the other professionals in your life, such as accountants and lawyers, to make sure all aspects of your finances are in balance.

Next Generation - The financial issues younger people face is far different than those of someone approaching retirement. However, it’s often unclear where to turn for advice that will help them make thoughtful choices. That’s why I developed an approach to help young investors hit the ground running as they establish the foundation that will support them the rest of their lives. I customize our process according to each situation – ensuring I put together the right plan for their specific needs and goals.

Divorce Analysis - As a Certified Divorce Financial Analyst® and attorney, I have been trained to help individuals assess the special financial issues associated with divorce. I can help clients going through a divorce to think through the real cost of divorce and develop realistic plans for their situations as they transition to new stages in their lives. I am also experienced in assisting a client's attorney achieve an appropriate result. https://institutedfa.com/

Lifestyle Management - Most of my daily activities involve helping clients with more than investment advice. Should I help my son buy a home? Am I ready to retire? Do I need to have my estate documents reviewed? What debts should be paid off first? I strive to assist clients analyze and plan for a variety of lifestyle decisions.

Women Investors - As more women are becoming involved in household financial planning, they have voiced an interest in educating themselves in investment basics. I plan sessions, specifically designed for women, that de-mystify investments and topics which directly impact their households.