Comprehensive Wealth Management – Tailored For You.
Everyone’s journey is unique. Your wealth management strategy should be too. As Financial Advisors at Baird, that philosophy guides the way our team works. We get to know you, learning your goals and ambitions, so that we can build a personal financial roadmap to take you where you want to go. We use the firm’s breadth of capabilities and knowledge to tailor wealth strategies based on your actual needs, not a hypothetical simulation. Here, wealth management is about more than markets and returns. It’s about setting your own path, and reaching your greatest potential. Let us help you write your story.
Our Process
Our team creates thoughtful financial strategies that are uniquely tailored to your needs and goals.
Our Values
Quality, perspective, honesty and integrity: our core values are at the center of everything we do.
Our Experience
Our education and industry experience have perfectly prepared us to guide you.
Pete Heesemann
Senior Vice President, Financial Advisor
Scott Heesemann, CFP®,AWMA®
Financial Advisor