As a Financial Advisor with Baird, I help clients develop and implement investment strategies to meet their unique financial goals and objectives. Whether you need assistance selecting individual investments or guidance in developing a complete investment plan, I can help you make informed decisions about your financial situation.

Originally from Marietta, GA, I am a former U.S. Naval Officer, Lieutenant. After the Navy, I began my professional career in finance and have been managing investments for corporations and individuals for 20+ years. I earned my Bachelor of Science degree in Mechanical Engineering from The Georgia Institute of Technology (Ga. Tech) and my M.B.A. from The Wharton School at the University of Pennsylvania. I am happily married and have two sons.

Robert W. Baird & Co. is a firm which understands the importance of putting clients first. I have no product, sales quotas or account minimums to satisfy. Therefore, I can focus solely on your unique financial needs with no distractions. If you would like help developing an investment plan or even just a second opinion, I invite you to give me a call. I would be happy to help.

I began my career in Financial Services with Wood Gundy Inc. in Sarasota, Florida. From there I went on to Interstate Securities, Raymond James & Associates, and was recruited to join Baird.  With over 40 years’ industry experience, Baird is truly the best firm out there. As a Senior Client Specialist, I enjoy working to support our clients and help them succeed financially. I am a committed, hard-working person and take pride in exceeding clients’ expectations. 

Prior to my current Baird role, I was fortunate to serve as the Compliance Administrative Manager, Operations Manager and Branch Training Manager at Baird. I have received Baird’s Associate of the Month Award twice in December 2004 and again in February 2012. I am a graduate of Berkeley College in New York and hold licenses for FINRA 7, 9, 10, 31, 63 and 66 as well as Life and Variable Annuities.

When not in the office, I have been active in serving the Sarasota Opera House community for over 20 years. I have a son who is a Sarasota County Law Enforcement Officer and a daughter- in- law who home schools my four beautiful grand children. I love the theatre, travel and entertaining with my family.

 As a Client Specialist with Baird, I help clients achieve financial security through implementing financial plans to achieve their investment goals and objectives. My focus is in developing strong client relationships in order to better understand, identify and build the financial solutions to best address their needs. I pride myself in serving our clients with honesty, transparency, commitment and teamwork.

 I joined Baird following a successful career in banking as the Financial Center Manager at Fifth Third Bank.  Originally from Bulgaria, I moved to the United States in 2002. I am fluent in three languages and extremely disciplined and hard-working person. When out of the office, I enjoy creating memorable and fun experiences with my family while traveling, hiking, biking and going to the beach. I hold the FINRA 7, SIE and Series 66 investment licenses.

Working alongside Jeff and AJ at Baird, I look forward in serving you to help achieve your financial goals.