Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Brenda Hutchinson, CFA®
Managing Director, Portfolio Manager
Jaleigh White, CPA
Director of Baird Family Wealth
Joe Hodes, CFA®, FDP
Senior Vice President, Director of Research
Linda Grant-Smith, CPWA®, CFP®, EA®
Wealth Strategist
Maggie Savage, CFA®
Managing Director, Portfolio Manager
Max Mann, CFA®, CMT
Managing Director, Portfolio Manager
Randall McLaughlin, CFA®
Managing Director, Portfolio Manager
Robert Robes, JD, LLM
Director of Wealth Strategists
Sascha Schreiber, CFP®
Senior Financial Planner
Scott Grenier, CFP®, AEP®
Senior Vice President, Manager of Estate Planning
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.