06/23/2026
Dominic and Ben had a great time at the Memorial Tournament this year!
Thank you to everyone who stopped by our hospitality house—it was great catching up and enjoying a few rounds where the golf game always looks better from the sidelines ⛳️
We always appreciate the chance to spend time with families outside of the office.
06/21/2026
Dads wear a lot of hats: teacher, fixer, coach, protector, and even dance partners.
Today, we're celebrating the dads who work hard for their families' health, happiness, and security.
Here's to early mornings, life lessons, and long-term thinking that keeps families moving forward.
Happy Father's Day to all the incredible dads out there. 🎓🔧🙏
06/19/2026
Our office is closed today, June 19th, in observance of Juneteenth.
We look forward to connecting with you on Monday, June 22nd. Wishing you a meaningful day.
06/18/2026
Join us in congratulating Reagan on passing the SIE exam 🎉
Milestones like this reflect a commitment to growth, and help us continue delivering thoughtful, responsive service to the families we serve.
We are proud of the work she’s putting in!
06/15/2026
BairdOnline has a fresh new look 👀
The updated experience is designed to make it easier to:
• Find what you need
• See your full financial picture
• Access your information across devices
If you haven’t explored it yet, take a few minutes to check out the new layout.
And if you have any questions or run into trouble navigating the update, feel free to give our office a call and our team will be happy to help walk through it with you.
More Than A Redesign: The New Baird Online
Introducing a smarter, more secure way to manage your wealth and stay connected with your Baird Financial Advisor team.Explore the experience: https://boldem...
06/10/2026
We’re proud to share that Jeff has been named a 2026 Forbes Best-In-State Wealth Advisor! 🎉
This recognition reflects something we value deeply—long-term relationships built on trust, care, and partnership.
We’re grateful to be part of our clients’ journeys every day.
2026 Forbes Best-In-State Wealth Advisors. Published April 7, 2026. Rankings based on data as of June 30, 2025.
05/28/2026
This month Morgan attended the YWCA Columbus Women of Achievement luncheon with her sister, Lindsey as part of Baird Gives Back. It’s an inspiring annual event celebrating women whose leadership and dedication make a meaningful difference — and this year marked 40 years of honoring women who uplift others.
05/26/2026
What do you do when life deals you a tough hand like divorce, widowhood or sudden illness? Baird's latest episode of the “Invested” podcast focused on caregiving - and taking care of yourself - during challenging chapters.
How to Handle Divorce, Widowhood and Other Life Curveballs | Invested, Episode 5
It’s not easy to plan for the unexpected, care for your family and ...