Guiding Your Journey to What Matters Most

Our Clients

Helping investors from every background

Individuals & Families

We partner with you to develop personalized strategies that reflect your goals, values, and priorities - helping you plan with confidence today for your future.

Retirees

We understand that retirement brings opportunity and complexity. We work alongside you to create a personalized plan that supports your income needs, protects what you have built, and helps you move forward with confidence.

Small Business Owners

We take the time to understand the complexities of your business and work alongside you to navigate them, proactively identifying and addressing potential blind spots before they arise.

Our Mission

Our mission is to help individuals and families pursue their financial goals with confidence. Through disciplined, long-term planning and experienced guidance, we strive to simplify complex decisions and create a clear path toward financial independence and lasting security.

How Can We Help You?

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement Planning

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

Wealth Management

Portfolio construction and risk management

Estate Planning

We'll help secure your legacy for future generations.

Tax Strategy

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

Meet Your Team

Alan Redell, CFP®

Vice President, Financial Advisor

920-803-4430

aredell@rwbaird.com

Monique Castillo

Branch Administrative Supervisor, Client Specialist

920-803-4441

mwcastillo@rwbaird.com

Get your financial journey started today.

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 our foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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