Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
In this episode, Shawn sits down with Jaleigh White, Director of High-Net-Worth Strategies at Baird, to discuss how to effectively engage with and support non-profit organizations in response to the COVID-19 pandemic. Now more than ever these organizations, which are vital to our communities, are depending on their Board of Directors and key volunteers to help them successfully navigate this uncharted territory.
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