With over 30 years of experience in the financial services industry, I specialize in helping clients navigate all phases of the market with confidence and clarity. My approach is centered on building customized investment strategies that align with each client’s unique goals, risk tolerance, and long-term vision—whether focused on wealth accumulation or income distribution. Currently at Robert W. Baird & Co. Incorporated, my career has included leadership roles at Wells Fargo Advisors, Morgan Stanley, and NationsBanc Capital Markets. I bring a deep understanding of both institutional and individual investment needs, shaped by my early work in fixed income sales and a lifelong commitment to financial education. Beyond my professional work, I’m passionate about community service and youth development. I served for a decade on the Board of Trustees at The Holton-Arms School, including terms as President and Treasurer. I’ve also contributed to the sport of swimming as a national committee member and local association president, and I continue to compete and enjoy open water swims. I hold Series 7, 31, 63, and 65 securities registrations, as well as life, health, and annuity insurance licenses. I’m a graduate of Trinity University in Washington, D.C., and studied English and History at Oxford University. Let’s connect if you’re interested in thoughtful, personalized financial guidance—or if you share a love of swimming, education, or community leadership.