Adam joined Baird in August 2017 and is excited to be a Financial Advisor with the Cushner Caillier White Group. Starting out as a client specialist, he has a strong background in client service and operations, bringing his clients a unique understanding of the business with a white-glove approach only now as their Certified Financial Planner.
Specializing in retirement planning, Adam believes in putting together a comprehensive wealth management plan that sets his clients up for success no matter the state of the market. Baird is connected with leading experts in all areas of wealth management, including investment management, tax planning and estate planning, so Adam knows when to tap into this team to ensure his clients receive the best personalized financial solutions based on their financial goals.
Adam’s mission as an advisor is to understand the unique needs of his clients and empower them to leave a long-standing legacy. He enjoys teaching his clients about the business, creating a shared language around stock options and RSU’s, for example.
He previously worked with Eaton Vance in Boston and is a graduate of University Colorado Boulder.
ADAM WITH HIS FAMILY
