Broker Check

The Forward Legacy Group

COMPREHENSIVE WEALTH MANAGEMENT

We strive to simplify your financial life and provide you the freedom to focus on your passions. Our financial planning and strategic investment management strategies help make your goals a reality.


We take pride in making a positive impact in our client's lives and are dedicated to cultivating strong, long-term relationships based on trust.

Comprehensive Financial Planning Services

Behind every individual, family and business is a unique story - a story filled with dreams, ambitions and celebrations of success. That's why we take the time to learn about your story and your financial vision.

With access to advanced tools and full-service financial planning experts, our Financial Advisors provide tailored solutions for retirement, education, tax and estate planning, along with comprehensive strategies designed to help take you where you want to go. 

Discover how your Baird Financial Advisor can create a tailored wealth management strategy that supports your long-term financial goals. 

Retirement Planning

Retirement often brings new goals, opportunities, and financial considerations. We help you build a plan that supports the lifestyle you envision while providing confidence throughout your retirement years.

Learn more

Tax
Planning

Keeping more of what you've earned starts with thoughtful tax planning. We help you understand the tax implications of financial choices and identify opportunities along the way.

Learn more

Estate
Planning

A well-designed estate plan can help simplify the transfer of wealth, reduce unnecessary burdens on loved ones, and preserve your legacy.

Learn more

Investment Management

Successful investing is about more than selecting investments. It's about creating a disciplined strategy aligned with your goals and adapting it as life evolves.

Learn more

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


Learn more

Our Team

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Process

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

Learn more

About Baird

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more



Your trust. Our expertise.


Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

Make an Appointment