If You Are New to Investing, You Are at the Right Destination

It is never too early (or too late) to start putting your money to work for you. Every new relationship starts with a meeting to determine whether you and I are a good fit. Do we like and trust one another? Do you and I agree I can improve your situation? If we decide to proceed, we will work together to understand your current financial situation, your investment goals and preferences, and what matters most to you. 

It is important to me that my clients understand what investments they own, why they own them, and how those investments will act in a variety of market conditions. I focus on low cost, tax-efficient and highly transparent investments, typically through custom portfolio management. I maintain a long-term focus without the allure of trying to time the markets. I believe diversification and asset location are far more value-add than trying to beat the market.

My proactive approach and high-touch process helps keeps you educated, connected and engaged. I strive to stay ahead of where you are, helping you look forward to what is next and prepare for the future. Baird provides access to a broad pool of research, resources and planning expertise from which we draw when designing customized solutions based on our knowledge of your specific needs in these areas.

The Investment Insights Below Have Been Curated for the Novice Investor

The world of investing can be intimidating, and the information load may at times feel like drinking out of a water hose.  Below are some topics I have selected for individuals who are new to investing.  I encourage you to read and make note of any questions you have, then schedule some time with me to connect.