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Our Process

Keith carefully explores your unique objectives then develops an asset allocation plan that utilizes all of Baird’s resources to select appropriate investments. Once your plan is in place, he regularly monitors performance, communicates progress, and revisits your goals as appropriate. He focuses on sound investment advice based on understanding and trust. Keith earns his clients' trust by listening, asking and putting their interests first. He works with them to establish a disciplined investment policy that balances risk in order to achieve long-term objectives with integrity.

Getting To Know You

We gather information about you to better understand your complete financial picture. 

Goal Setting

We identify goals and objectives, prioritize them and determine the amount of risk you’re comfortable with.

Customize Your Plan

We draw on expertise and resources at Baird and then recommend a custom solution. 

Ongoing Reviews

We continue to measure performance and make adjustments as changes occur in the markets and your life.

Frequently Asked Questions

  • Life can become complicated. Building wealth for your future is important. Whether as an individual or a family, our responsibility is to understand your evolving situation, the unique circumstances of your life, and how you want to progress over time. We draw upon experts and resources in investment management, tax planning, estate planning and more to ensure your plan is reflective of your goals.
  • A financial plan is our basic guidepost to how we will invest and how we will advise you on future actions. Therefore, one of your best questions for us when considering a financial decision is what the long-term effect will have on your plan.
  • When acting as a fiduciary for our advisory clients, we will provide investment advice and make recommendations for the best interest of you. We can serve as an investment advisor, a broker or a combination of the two to align most with your goals. No matter what relationship you choose to have, our team will have transparency and commitment to this relationship.
  • For over a century, we have upheld the values of honesty, openness, collaboration, and prioritizing clients. These principles are the cornerstone of our distinct culture and business approach, which we refer to as The Baird Way. Learn more about our firm, our balanced business model and our employee ownership structure by clicking the About Baird tab.
Client Centered

We want to learn more about your personal situation, identify what dreams and goals you have, and understand how we can best help you. 

Speak to Keith, a Certified Financial Planner™

Schedule a call with keith

Learn more about how you and your family could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for our practice.