David Poitras and I joined Baird in 2006 after spending more than two decades at Chicago based brokerage firm, Wayne Hummer Investments. Together our team focuses on serving the complex financial needs of our client base, which includes professionals, business owners, executives, and retirees. ...more

David Poitras and I joined Baird in 2006 after spending more than two decades at Chicago based brokerage firm, Wayne Hummer Investments. Together our team focuses on serving the complex financial needs of our client base, which includes professionals, business owners, executives, and retirees. Specifically, our areas of expertise include: • Portfolio Management • Asset Allocation • Investment Tax Planning • Wealth Transfer Planning • Estate Planning • Retirement Planning • Insurance Servicesless