Broker Check

Our Accomplishments

Congratulations to gail bivens-rose

Congratulations to gail bivens-rose

2026 FORBES America's Top Women Wealth Advisors

Best-In State

2026 Forbes America's Top Women Wealth Advisors published 02/04/26, data as of 06/30/25.

____________________________

2026 FORBES Best-In State Advisor

Shook Research published 04/07/26, data as of 06/30/25

Congrats to the bivens-rose group

Congrats to the bivens-rose group

2026 FORBES/SHOOK

Best-In State Wealth Management Team

2026 FORBES/SHOOK published 01/07/26, data as of 03/31/25.

the remarkable career of mark stuck

the remarkable career of mark stuck

After nearly forty years in the business – the last fifteen of them with Baird – Mark Stuck has retired effective January 2, 2026, and is stepping into a well-deserved new chapter. Mark has been so much more than a colleague; he’s been a mentor, a sounding board, and a friend to many of us. His steady leadership and genuine care for people have left an imprint that goes far beyond the office walls. We’re grateful for the laughs, the wisdom, and the countless ways he’s made our team and our office stronger. We will miss seeing Mark every day, but we’re excited to see and hear about all of his upcoming adventures!