Q: What made you want to become a professional adviser?
A: I’ve always known I wanted to make a positive difference in people’s lives. I like math, solving problems, working with finances, and helping people, so becoming a professional financial planner was as natural an action for me as breathing. Professionally, the jump from job to career took nanoseconds once I discovered that what I do makes client’s lives easier and more enjoyable. It brings me incredible satisfaction to see the “wave of peace” come over people when we help them.
Q: What do you find most satisfying?
A: I enjoy seeing positive outcomes for our clients, while maximizing quality of life and minimizing worry. I take pride in working with happy clients of over 20+ years who have begun recommending their kids, grandkids and friends meet with me—the ultimate and most gratifying vote of confidence.
Most of my clients have already done a great job of saving and investing, and want to focus on career, family, and other uniquely important endeavors while knowing that the financial piece of their lives is all set.
Q: Why do all your certifications and designations matter to your clients?
A: In addition to my designations, I’ve earned Masters Degrees in Psychology and Financial Services. They matter to my clients because they reflect a prior, present, and future commitment to education, learning, growing, and being the best financial planner I can possibly be. I love learning and sharing what I have learned with others.
Robert W. Baird & Co. Incorporated
Baird's Wise Investor Group provides customized, goal-oriented financial plans for each client. Mr. Smith helps clients identify, quantify, and develop financial goals to reflect what’s most important for them, and the path to achieving those goals. He works primarily with successful individuals who value and act on good advice and are long-term oriented.