Trusted money management and sophisticated financial planning for families and institutions.
Your Story. Your Wealth. Your Legacy.
Behind every individual, family and business is a unique story. A story filled with dreams, ambitions and celebrations of success.
Drawing on a family of financial experts, we create a personalized wealth management strategy that helps you achieve your financial goals and prepares you for the next chapter of your life.
A True Financial Partner
For over 100 years, Baird has provided personalized wealth management advice and comprehensive investment solutions for high-net-worth individuals,families, organizations and businesses.
Leaving Your Lasting Legacy
Director, Financial Advisor
Vice President, Advisor
A Summa Cum Laude graduate of the University of Kentucky (with a B.B.A in Finance), Michael has extensive experience in financial planning for high net worth clients. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and...
Senior Vice President, Advisor
After attending Indiana University and serving in the military, David began his wealth management career with Baird in 1973. He has spent his entire career with Baird. David is a CERTIFIED FINANCIAL PLANNER PRACTITIONER™ and has...
We work hand in hand with our Certified Financial PlannerTM professionals to create a personalized roadmap, based around your needs and goals or those of your family, to help build long-term financial stability.
Working in collaboration with Baird and your Financial Advisor helps you build your legacy, whether you’re passing down wealth to the next generation, or establishing a fund for your philanthropic efforts.
The Estes Holland Group serves as independent consultants in Retirement Plans. Along with great attention to the needs of the plan, we also assist our clients with their fiduciary responsibilities.