Our Story
With an incredible total of 132 years of collective experience, our team breaks the mold when it comes to financial advisor teams. We aren’t your typical spreadsheet aficionados. Instead, we’re passionate about forging meaningful relationships, meticulous planning, and ensuring that your financial future aligns seamlessly with your dreams, both now and in the future.
Sure, we are savvy with financial planning software's and investments but what truly sets us apart is where our true passion lies. Our pride doesn’t stem solely from numbers and data; it arises from the bonds we build, the security we provide, and the expert guidance we offer to help you live life to the fullest.
After three decades at Hilliard Lyons...
Our previous firm embarked on a bold new chapter because our leaders firmly believed that Baird’s culture and values perfectly aligned with our vision for the next thirty years and beyond. It wasn’t an easy decision, but it was the right one for our clients and our team. Nothing mattered more.
We invited our clients to join us, to continue the incredible journey we started together. They chose to take a leap of faith and embark on this exciting new adventure with us.
We were with them each step of the way and haven't regretted a single moment. Is our team a fit for you? Let's find out.