Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific needs in these areas.

A disciplined approach to portfolio construction with an emphasis on after-tax efficiency.

Our approach includes:

• Tax-loss harvesting
• Gain management
• Asset location optimization
• Tax-aware rebalancing
• Coordinated withdrawal sequencing

Incremental tax efficiencies, applied consistently over time, may influence long-term results.

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