About Me

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 in West Virginia. For ten years Tony served as Vice President of Fourth Venture Investment Group, Inc. providing investment funds to West Virginia’s entrepreneurs.

Tony helps prepare his clients for all of life’s challenges, specializing in comprehensive wealth planning, asset management, tax planning, risk/insurance management, legacy and succession planning for individuals and businesses. He capitalizes on relationships with local professionals and Baird’s team of experts to achieve the best, customized outcome for each individual.

Tony holds a Chartered Wealth Advisor® designation and Life, Health, Disability and Long-Term Care licenses. He received a Bachelor of Science degree in Industrial Engineering and later an Executive MBA from West Virginia University.

Josh has been in the financial industry since 2017, joining Baird in 2021. He is a Certified Financial Planner™ professional focusing on building in-depth financial plans, to provide a roadmap for his client’s future. He also specializes in retirement income strategies and life insurance plans.

Josh does a monthly segment on personal finance for WSAZ NewsChannel 3. His passion is working with clients to develop a plan that will ensure them a comfortable retirement.

After spending time in the United States Army as a Patriot Missile Repairer, Josh returned to his home state of West Virginia, to earn his Bachelor of Science and MBA from Marshall University. He enjoys spending time with his wife, Schauna, and two sons, Logan and Lucas.

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 transitioning to Charleston, WV to become a Financial Advisor. Sarah is passionate about advising and educating women and women-owned businesses, helping them build wealth and secure long-lasting legacies short term and for years to come.

Sarah earned her Bachelor of Science degree in Business Management with an emphasis in Small Business and Entrepreneurship from West Virginia University. Sarah enjoys spending her time traveling and being outdoors with her son, Lane and dog Bruce.