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
Starting a Roth IRA for a Teen
Financial Plans Evolve Through Every Stage of Life
Tom Lombardo
Senior Vice President | Certified Private Wealth Advisor® | Financial Advisor
Shelley Pearce
Senior Vice President | Certified Private Wealth Advisor® | Financial Advisor
Kirsten Kunkel
Assistant Vice President | Certified Financial Planner® | Financial Advisor
Joe Howard
Client Specialist