Nos complace atender a clientes y prospectos que hablan español.
Community-focused investing for the socially conscious.
We help our clients align their investments to their values.
We create financial strategies tailored to your goals.
I began my career in the wealth management industry in 1991. As a Branch manager and Financial Advisor, I primarily serve small business owners and wealthy professionals who hope to one day have a work optional lifestyle. Over the years I have developed and refined a process that helps puts the pieces of puzzle together for my clients.
I am proud to be a part of such a unique and special firm. 'There is no other firm on Wall Street like Baird.' And as Branch Manager my goal is to grow this office by bringing the best advisors and staff in the Philadelphia area to Baird. If you are in the process of looking at opportunities for your practice in Philadelphia or in the surrounding suburbs, you really owe it to yourself to at least look into Baird and let us tell you our story; it is truly unique.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Office Administrative Supervisor, Assistant Vice President