Partnerships

I’m thrilled to share that I’ve formed a strategic partnership with fellow Baird advisor, Drew Perryman.  For more than two decades, our teams have operated with a shared commitment to thoughtful planning, continuous education, and client-first service.  We’ve often collaborated informally, sharing insights, discussing market trends, and developing strategies with a like-minded approach.  This formal alliance reflects our aligned values, deep respect for one another’s expertise, and a mutual passion for building meaningful relationships with our clients.  Together, we’re excited to offer enhanced support and guidance as we continue to help our clients plan with purpose and confidence.