We’ve Moved – and We’re Excited
To Welcome You
Everything you value about working with us remains the same – but starting May 18th, we’re in a new location that’s been purposely built for you. With beautiful yet private meeting spaces, enhanced technology and a setting built for collaboration, we’re strengthening how we serve you.
Our Purpose
We invest in order to advance our clients’ financial health and their ability to attain their lifetime goals. We strive to ensure that clients can benefit from rising markets, and maintain emotional comfort during difficult times. We help clients to be well prepared for occasional adverse developments through communication and education.
Market Insights
Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans
"I'm Not Getting Older - I'm Getting Better!"
2026 Mid-Year Market Outlook | Baird Strategas
Shelley Pearce
Senior Vice President | Certified Private Wealth Advisor® | Financial Advisor
Kirsten Kunkel
Vice President | Certified Financial Planner® | Financial Advisor
Andrew Wilson
CFP®, WMCP® | Client Specialist
Griffin Keeney
Client Assistant