Our reasons for becoming financial professionals are deeply personal.
We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Tony has over 30 years of experience in the financial industry. He joined Hilliard Lyons in 2001, which later merged to Baird. Prior to joining Baird, Tony helped launch the first federally licensed Small Business Investment Companies...
Josh Chambers, CFP®
Josh has been in the financial industry since 2017 and focuses his attention on building in-depth financial plans for his clients. He specializes in retirement income strategies, life insurance, and financial planning. Originally from...
Sarah Neff, CPWA®
Sarah is a Certified Private Wealth Advisor® professional. She has worked in different lines of customer service within the financial industry before joining Baird in Winston Salem, NC as a Client Specialist in 2019, later...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses 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.