My Background
Finding out what is important to you, I partner with you to create a comprehensive financial plan to assist you in making the best financial decisions for yourself and your family.
I specialize in partnering with successful women to ensure they achieve optimal financial health. Studies have shown that women approach financial matters differently and are often left out of conversations. It is my mission to empower women with financial knowledge and give them the confidence to take control of their financial wellbeing.
It is a privilege to help clients build, manage, protect and transition their wealth. I’m thankful that for over 25 years clients have entrusted me with such an important facet of their lives.
My Extended Team
Serving as your financial partner requires not only a complete and detailed understanding of your values and priorities, but the expertise to tailor an investment vehicle that is both comprehensive and robust. That’s why I partner with Baird's diverse team of wealth management specialists:
Brad Bartick
Wealth Planner
Darrian Hornedo
Estate Planner
Eric Wikstrom
Tax Planner
Isaac Bradley
Wealth Strategist
Melanie Schmieding
Director of Baird Family Wealth