Broker Check

Client Resource Library

Directions & Parking

Our office is located at:

210 University Blvd, Suite 800

Denver, CO 80206

View Instructions

Budget Worksheet

Create a detailed list of your income and expenses.

Learn more

Financial Document Checklist

A comprehensive list of documents to gather in prepration of your financial planning appoiintment. 

Learn more

Family Tree

We can include all family members under one fee threshold, allowing us to provide the most efficient way for us to work with you and your loved ones.

Learn more

Baird Online Registration

Registering for Baird Online is quick and easy! Reigster on your home PC, tablet or mobile device.

Learn more

360 Wealth Enrollment

A secure online service found on Baird Online where you can view all of your finances in one place.

Learn more

Trusted Contact Form

Safeguard your Baird accounts with a Trusted Contact. A trusted Contact is someone you trust, like an extended family member or personal attorney, who we can contact to help us reach you in times of crisis or emergency.

Learn more

Education Planning

The cost of a college education keeps rising. Learn what four years of college could cost and how to start saving.

Learn more