My Practice
From investment advice to financial planning to managing risk, my wealth management philosophy is built around simplifying your life.
About Baird
In Baird, I have a partner with world-class resources and expertise who shares my passion for wealth management.
My Profile
Imagine a partner that helps you achieve the things you want for yourself and the people you care about most.
Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Ellen Rexroat
Muni Bond Trader
Erica Kroll
Insurance Specialist
Heather Osborn
Manager, Financial Planning
Kathy Carey, CFA®
Director of Asset Manager Research
Laura Thurow, CFA
Executive Director of Wealth Solutions and Operations
Laurence Kluth
Manager, Equity Compensation Planning
Scott Grenier, CFP®, AEP®
Manager of Estate Planning
Tim Steffen
Director of Tax Planning