Who We Are
Our Process
We guide individuals and businesses in making well-informed decisions as they prioritize their goals while navigating the changing market environments.
Our Team
What matters to you, matters to us. Our morals and values are at the forefront of our practice. Your happiness is our primary focus, above all else.
About Baird
Our firm's success and endless support enables us to take your experience to the next level. Employee-owned and privately held is what makes us different.
Build a Plan With Confidence
We help you create a plan that stays within the confidence zone, giving you peace of mind knowing that you are on track to achieve your goals.
Gary Lents
Director
Gary brings over 30 years of experience in the investment industry, with an emphasis on all aspects of financial planning, including retirement preparation and income solutions during retirement.He graduated from Indiana University...
Tori Pietras
Financial Advisor
Tori is a proud Financial Advisor at Baird joining her father, Gary Lents. Now a father-daughter advisor team, they are uniquely equipped to serve multi-generational clients.Tori’s interest in the stock market started at a young...
Jennifer Smith
Client Assistant
Jennifer joined Baird in 2007 and has been working with Gary and his clients ever since then. She shares the belief that each client situation is unique and that the success of our clients is our priority. Jennifer is very proficient...
Advanced Planning
Advanced planning addresses the range of financial advice beyond investment consulting. It addresses four major areas of financial concern: wealth enhancement, wealth transfer, wealth protection and charitable giving.
Investment Consulting
Investment consulting focuses on building an investment plan to align your money with your goals.
Relationship Management
Relationship management focuses on building a life-long commitment to you. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
