Broker Check

Advisory Network

How We Work

How We Work

A team of leading investment management analysts work diligently to help James build diversified portfolios. These analysts focus solely on selecting top investment management companies and making sure that proper asset allocation is employed to help control risk for each client. Independent analysis and core due diligence are the key to our selection methodology at Baird.

Advisory Network

Scott Grenier, CFP®, CLU®, ChFC®

Manager of Financial and Estate Planning

Kathy Blake Carey, CFA®

Director of Research & Advanced Planning

Craig Elder

Senior Fixed Income Research Analyst

Laura Thurow, CFA®

Executive Director of Wealth Solutions and Operations