Jon F. Bowker , CFP®, AAMS®
Director | Financial Advisor
Recognized in Forbes by being named on the 2017 and 2018 list of America's Next Generation Wealth Advisors, as well as on the 2019 Forbes Next Gen Best-In-State Weath Advisors, Jon is a CERTIFIED FINANCIAL PLANNER™ practitioner...
Vanessa Day
Branch Administrative Supervisor
Vanessa has been in the investment industry for over 20 years. Prior to joining Baird in 2008, Vanessa worked for two large investment firms and an accounting firm. Vanessa is fully licensed, carrying the Series 7, 9, 10, 63, 65, and...
Alice Gibson
Client Specialist
Alice, after working in the financial industry for two years, joined Baird in 2019 with her background being in Banking. She has over 10 years of experience in building trusted client relationships, while maintaining the utmost...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.