Our Profile
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our Team
Becca joined Baird in 2013 and brings 25 years of investment industry experience to her clients. Becca started her career at EVEREN Securities in 1997 after graduating with a degree in Finance from The University of Arizona....
Jeanne has been in the financial services industry for 20 years. She ensures that clients receive a concierge level customer service. Her primary responsibilities include client service and administrative support. She is the...
Maggie is responsible for many administrative activities such as preparing paperwork, coordinating schedules, and money movement. Above all though, her primary responsibility is to care for your needs. Please do not hesitate to reach...
Extended Team
Scott Grenier, CFP®, AEP®
Manager of Estate Planning | Senior Vice President
Laura Ames, J.D.
Senior Estate Planner
Erica Kroll, CLU®
Insured Solutions Consultant