I began my career in wealth management in 1990 and joined Baird in 2000. I’ve served the firm in many capacities, including client service and branch operations, which gives me a broad perspective on how to best support clients. I enjoy working closely with clients to understand both their financial goals and their personal priorities, and I take pride in delivering thoughtful, attentive service.
I hold the FINRA Series 7, 63, and 65 licenses.