I became a financial advisor because I enjoy helping people create and grow the wealth that they need to achieve their dreams. Its particularly rewarding to get to know families and serve as a trusted advisor to multiple generations. While I appreciate that technology allows me to stay connected, I place great value on face-to-face meetings because they provide the best way to understand each persons unique circumstances and goals. Im fortunate to work for Robert W. Baird & Co, an employee-owned and privately-held wealth management firm committed to providing the best financial advice and service to its clients since 1919. My clients have direct access to a highly-qualified team of estate planning professionals, Social Security consultants, equity and fixed income analysts, and other retirement planning specialists. Referrals from satisfied clients are the foundation of my business.

Matthew Fields