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.