Jen joined Baird with Stan, bringing diverse knowledge and experience to the financial industry. She excels in comprehensive investment management, providing invaluable insight and guidance in implementing complex research, advanced financial planning and investment strategies.
Jen double majored in mathematics and physics at DePaul University, earned a master’s degree in biomechanics from the University of Nevada-Las Vegas, and received a law degree from California Western School of Law. Prior to becoming a financial advisor, she taught statistics at the University of Nevada Las Vegas and practiced law in the San Diego area.
She has completed both her CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® certifications. These certifications are designed for advisors who specialize with financial planning and the unique challenges faced by high net worth and ultra-high net worth investors.
Why Baird?
Jen is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.