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Team Insights

Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:

Second Opinion Service

Supporting Our Community

Setting Financial Goals

How We Provide Value to Our Clients

Business Retirement Plan Process

What is the CFP® Certification?

2022 Stock Market Outlook

Next Generational Planning

Addressing Inflation

What Makes Baird Unique

Our Team Approach

What Makes Us Different

Meet the Team: Greg Sommersberger

Reviewing Your Beneficiary Designations

Avoid Probate with a POD or TOD

Estate Planning Mistakes

The Importance of a Power of Attorney

Primary Benefits of Estate Planning

Estate Planning Misconceptions

Estate Plan Review Services

The Estate Planning Process

Retirement Roadmap

Life Insurance

Meet the Team: Thomas TJ Lane

Serving the Younger Generation

Meet the Team: Gil Cervelli