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Your Advocate
In life, career and finance

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Haly Besaw, CFP, CRPC, ADPA, Financial Planner 

Brianna Hoskins, Financial Advisor 

Personalized Service For Your Needs

Personalized Service For Your Needs

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on 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.

As your Financial Advisors, our true value arises from the analytical nature of an Engineer combined with personal experience, knowledge, and insights as a Financial Planner.

Your Trusted Partner

Just as you need the right advisor looking out for you, it’s important we have the right financial services firm supporting our important relationship. 

Structured For Success 

Being privately held and employee owned lets us focus on your financial needs – not the short-term expectations of outside shareholders. 

Baird's Strength

We have managed our firm responsibly, with an emphasis on mitigating risk and maintaining a long-term focus. A complementary, counter-cyclical mix of businesses broadens our client capabilities and diversifies our revenue sources. 

A Unique Culture

Everything we are, do and hope to achieve at Baird is driven by a straightforward mission: To provide the best financial advice and service to our clients and be the best place to work for our associates. 

How We Help

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