Broker Check

What Difference Does a Great Workplace Make?

Baird attracts many of the industry's finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For over 100 years, we have provided the tools and environment advisors need to best guide and serve their clients:

  • A partnership culture backed by employee ownership
  • Industry-leading research
  • Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments
  • A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human resource needs
  • Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management
  • Full-service support and state-of-the-art technology
  • A team of dedicated specialists focused on making your transition to Baird as smooth as possible

As the Branch Manager, I promote a competitive but collaborative client-first culture. Learn more about my vision to grow Baird's presence the right way, with the right advisors, in our area.

I would love the chance to sit down over coffee or lunch and talk conceptually about what we do here at Baird and learn about you and your practice. Please feel free to email or call me directly.

Join Our Team!

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Privately Held & Employee Own

 We have over 70% associate ownership as of 12/31/22.

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Unique "Hiring Rule"

This is the main reason our culture is unmatched.

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Resources & Technology 

Deep in-house expertise, with live professionals responding in real time.

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Making The Move

Hear why other financial advisors came to Baird and what their transition was like.

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