Who We Serve
We work with high-net-worth families, business owners and boaters to create comprehensive, personalized financial plans tailored to your vision and goals.
Market Insights
The latest market and planning insights from Baird’s financial specialists.
Wealth Strategies Webinar
Register for our monthly series to learn about timely topics from the professionals.
About Baird
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.
Brian Westlund
Senior Vice President
Brian is committed to helping his clients attain their financial objectives and goals. He accomplishes this by building portfolios that are consistent with the client's comfort level and investment needs. He prides himself on providing...
Patrice Rue
Vice President | Office Administrative Manager
Patrice joined Baird in 2014 when McAdams Wright Ragen merged with Baird. Patrice has over 35 years of experience in the financial services industry. As a Registered Client Specialist for most of her career, she has gained valuable...
Stephen Morse, CPA, CFP®
Financial Advisor