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Focus On What Matters Most

We'll help you reach your financial goals so you can take care of the rest.

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Congratulations to Chris Peters on being recently recognized by Shook Research as a 2025 FORBES Best-In State Wealth Advisor.

Published on 4/8/25, data as of 6/30/24.

Chris Peters

Chris Peters, CFA

Senior Vice President | Financial Advisor

Dan Peters, JD

Dan Peters, JD

Senior Vice President | Financial Advisor

Rod Thacker CLU®, CHFC®, AEP®

Rod Thacker CLU®, CHFC®, AEP®

Senior Vice President | Financial Advisor

Mark Duffy

Mark Duffy

Senior Vice President | Financial Advisor

Michael Clark

Michael Clark, CFP®, EA 

Assistant Vice President | Associate Financial Advisor

Owen Valasek

Owen Valasek

Associate Financial Advisor

Melissa Sende

Melissa Sende

Senior Client Specialist

Kayla Murphy

Kayla Murphy

Client Assistant

Meet Our Team

We create strategies that are tailored to your needs and goals.

Our Profile

Market Strategy

Strategas cuts through the noise and provides insights that are highly valuable to our clients over the short and long term. 

Weekly Updates

Cybersecurity at Baird

We provide you a secure environment to manage your wealth. Learn how Baird protects your information, and how you can safeguard your account. 

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Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Our Services

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

Small Business

Let us help you make sure your business is poised for growth.

Lifestyle

Strike the perfect balance between work and leisure.

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