Broker Check

Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Schedule an Appointment
Services

Services

We create strategies that are tailored to your goals.

Learn more
News & Insights

News & Insights

The latest market and planning insights from Baird’s financial specialists.

Learn more
Women's Resources 

Women's Resources 

Your financial needs are as unique as the life you lead and the dreams you have.

Learn more
About Baird

About Baird

Let's talk about your investment strategies.

Learn more

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Our Profile 

Our Profile 

Imagine a partner that helps you achieve the things you want for yourself and the poeple you care about most. 

Our Practice

Our Practice

From investment advice to financial planning to managing risk, our wealth management philosophy is built around simplifying your life.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Carson Jones

Carson Jones, CIMA®

Assistant Vice President | Associate Financial Advisor

952-838-8067

Shawna Hurst

Shawna Hurst, CRPC®

Assistant Vice President | Associate Financial Advisor

952-838-8061

Teresa Mattson

Teresa Mattson

Assistant Vice President | Senior Client Specialist

952-857-5523

Have a Question?

Thank you!
Oops!