How We Work
Our earned and acknowledged expertise, elevated by Baird's extensive resources:
With almost 40 years of combined tenure, the Team is experienced beyond the industry average in addition to being a part of Baird, a firm dedicated to their employees that has been providing premiere expertise and advice to their clients since 1919.
We are proud that our Team has earned a reputation for integrity, trustworthiness and professionalism in our industry and community:
Clients expect and deserve honesty; we go beyond that expectation in the level of care we provide on their behalf. Our clients' trust is paramount. We work to earn and maintain this every day.
Chad Schuman
Director, Financial Advisor
Chad graduated from the University of Rochester in 1991 and served as an officer and Naval Aviator in the U.S. Navy until 2000. He remained on reserve duty and retired as a Commander while he began his career in financial services....
Kim Fickett, WMCP®
Asst. Vice President, Client Planning Specialist
Kim graduated from St. Joseph’s College of Maine, where she earned her Bachelor of Science in Mathematics with a minor in Accounting and concentration in secondary education. Kim has more than 20 years of experience in the...
Jackson Fotter
Client Assistant