Broker Check

Providing Clarity and Direction

Featured

Featured

Lori's commitment to Baird's client-first philosophy, teamwork and service earned her this best-in-class recognition.

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Customize

Customize

Tailoring solutions for complex multigenerational wealth in the $2-20 Million space for over 20 years.

Our Approach
Listen

Listen

Centering around a deep understanding of you, helping you navigate complex financial decisions based on your unique story.

Our Approach
Collaborate

Collaborate

Optimizing your financial life by connecting all the experts, giving families genuine confidence.

Our Approach

Our Difference

Family Wealth

Family Wealth

Serving the human side of legacy wealth.

Plan Your Legacy
Pass It On

Pass It On

Transferring Wealth, Wisdom, and Financial Smarts to Future Generations.

Read Our Book
Credentials Matter

Credentials Matter

Bringing world class experience and expertise.

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Get to Know Us

Get to Know Us

As a husband-and-wife team, we bring diverse, yet complementary, skillsets that allow us to address the full picture of each client’s financial needs and goals.