I know that every journey is unique. Full of ups, downs, celebrations and successes. Your wealth management strategy should be as unique as you are too.
At Baird, that philosophy guides the way I work. I get to know you, learning your goals and ambitions, so that I can build a personal financial roadmap to take you where you want to go. My approach is different because I live and work here in Bloomington. I use my first-hand knowledge to shape how I support my clients and the community I cherish. Rather than following a prescribed formula, I listen carefully and tailor an approach that fits your situation and work with you over time to help ensure you realize your goals.
As your Baird Financial Advisor, I’m an advocate for you and your legacy. When individuals are able to grow and protect their wealth and achieve their financial goals, the whole community benefits. I have dedicated my career to helping the people of Bloomington define what wealth means for them and build a plan to help them get there. With more than 11 years of experience working with clients like you, I have built an approach that allows me to customize a strategy that fits your specific situation. My background in the industry includes my degree from Indiana University allowing me to serve with expertise and insight.
I am not only dedicated to providing industry leading wealth management solutions locally but am actively involved as a member of 50+ Men Who Care, a donor for the IU Eskenazi Art Museum Education Program, and a donor for Y for All campaign for the YMCA to help Bloomington continue to thrive for generations to come.
I believe in your success - because I know how hard you’ve worked to get here.
My goal? To help you reach yours.