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Customized Wealth Management

Together with the resources of Baird, I help to direct my clients through the various stages of wealth management. My practice includes PwC partners and families of high-net-worth. 

It is my goal to discover what is important to my clients and plan for their future. I invest in high-quality securities, staying away from more speculative investments. My objective is to preserve client’s wealth, and grow their wealth in an intelligent, careful manner through planning and investing for the long-term.

Serving PwC Professionals Since 2011

Our team has a broad knowledge of the programs and policies of PwC, including independence requirements, deferred contribution plans, and the partner retirement plan. We currently work with individuals on the the US Leadership Team (USLC) and PwC Board Members.

How We Work with PwC Professionals
4 Myths When Managing Sudden Wealth

4 Myths When Managing Sudden Wealth

Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.
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360 Wealth

360 Wealth

Access 360 Wealth to view your net worth and all of your financial accounts in a single location. 

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Words of Wisdom

"A goal without a plan is just a wish."

- Antoine de Saint-Exupery

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