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I help make your retirement an adventure worth sharing.

Our Approach

I create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared me to guide you through life's transitions.

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About Baird

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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Discover Hidden Opportunities

I'll work with you to explore your options and determine which ones fit your individual strategy. I'll with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.


Angela Taylor

Senior Client Assistant

502-326-1494

502-426-0865

Steven Smith

Senior Vice President, Financial Advisor

(502) 426-0790

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