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Helping Families Shape Their Legacy. 

Family comes first, always. We know what it takes to create a strong legacy that ensures success for generations to come. Trust, loyalty, integrity, and fairness are the values our practice stands on.

                                                                               Indianapolis, Indiana


Who We Are

Our Process

Our Process

We guide individuals and businesses in making well-informed decisions as they prioritize their goals while navigating the changing market environments.

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Our Team

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.  

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About Baird

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. 

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Build a Plan With Confidence

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

317-582-2201

glents@rwbaird.com

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...

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Tori Pietras

Financial Advisor

317-582-2225

tlents@rwbaird.com

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...

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Jennifer Smith

Client Assistant

317-582-2260

jsmith@rwbaird.com

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...

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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.

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Investment Consulting

Investment consulting focuses on building an investment plan to align your money with your goals.

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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.

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Helpful Content

All That Matters: Hype Cycle, Fear Cycle

All That Matters: Hype Cycle, Fear Cycle
Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the debt ceiling crisis.
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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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Five for Friday – January 9, 2026

Five for Friday – January 9, 2026
As geopolitics rattle headlines, Ross offers a calming historical perspective and hopeful insights for the market in 2026.
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