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.