I joined Baird in August 2011 after spending five years at Edward Jones, where I specialized in working with individual investors. Prior to that, I served eight years in the U.S. Navy, gaining experience making decisions in high‑pressure situations. My areas of focus include helping clients turn retirement savings into a sustainable income stream and working closely with small business owners.
I earned a B.S. in Communications and Business Administration from the University of Evansville in 1992 and an M.A. in Business Management from National University in 2000. I became a CERTIFIED FINANCIAL PLANNER™ professional in 2016.
Committed to the Community
I’m a member of the Leadership Hendricks County Class of 2011 and have also served as a USA Swimming official and youth baseball coach. My wife, Stacey, and I live in Brownsburg with our three children, Reid, Logan, and Trey. Outside of work, I enjoy reading, camping, golfing, and spending time with my family.
Why Baird?
I’m proud to be part of Baird, a fully independent, employee‑owned firm that has served families, businesses, and organizations for more than a century. Being employee‑owned gives all of us a personal stake in our clients’ success and allows us to focus on long‑term relationships rather than short‑term pressures. The firm’s values of honesty, integrity, and always putting clients first are ones I share deeply, and they guide the way I serve clients every day.
