I am a licensed Financial Advisor and partner of The Rosenberg Group at Baird. My mission is to provide excellent advice and service to clients by helping them realize and achieve their financial goals. The Rosenberg Group has over 50 years of combined experience in the field of wealth management and financial services. Our clients are high net worth individuals and families, businesses, and their owners. Understanding the needs of such multigenerational businesses and families comes naturally to us, because we are one. And we measure our success by our clients satisfaction. Financial priorities differ from person to person and from year to year. We take a comprehensive approach to financial planning with a thorough understanding of our clients' unique situations and an unwavering commitment to keep their best interests first. Licenses: Series 7 & 66, Life, Disability and Long-Term Care Insurance 