Your Vision, Our Mission
At Vista Partners of Baird, we are committed to helping our clients plan and prepare for their future. By definition, Vista suggests looking into the future to see an outcome, including the events that are required to get you there. This is precisely what we strive to do for our clients. Our team helps bring clarity to our clients' financial situations by focusing on the short and long-term financial goals needed to help them achieve their "vista."
When it comes to making your vision a reality, it is essential to have the right strategic financial plan. Working together, and collaborating with you every step of the way, our team is driven to craft a comprehensive strategy and financial plan to help you reach your “vista.” So whether it is managing a qualified plan for your business, developing an estate plan, helping you navigate your retirement, or all of the above, you can have confidence that at Vista Partners your vision is our mission.
In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, Vista Partners remain steadfast in our commitment to serving you, your family, your future, and your community.
Senior Vice President, Financial Advisor
Vice President, Financial Advisor
Senior Client Specialist
President - Hilliard Lyons Trust Company*
Portfolio Manager, Baird Equity Asset Management
We know that every journey is unique. Full of ups, downs, celebrations, and successes. Your wealth management strategy should be as unique as you are. At Baird, that philosophy guides the way our Financial Advisors work. We get to know you, learning your goals and ambitions, so that we can build a personal financial roadmap to take you where you want to go. Our approach is different because we live and work in the community and use our first-hand knowledge to shape how to support our clients. Rather than following a prescribed formula, we listen carefully and tailor an approach that fits your situation and then work with you over time to help ensure you realize your goals.
We offer a broad range of investment and wealth management solutions to help you grow, manage, protect and transition your wealth.
We offer comprehensive financial planning solutions to help you establish and achieve your goals.
We assist businesses and institutions with qualified retirement plan design, evaluation, and management- while providing support to plan sponsors, participants and retirees.
Baird offers an array of financial and investment banking services for businesses including succession planning, business insurance, commercial loans, and more..
Our local team is dedicated to investing in the community.
Attend one of our upcoming local events.
When individuals are able to grow and protect their wealth and achieve their financial goals, the whole community benefits. Our team is not only dedicated to providing comprehensive wealth management solutions locally but are active members of the community, contributing and volunteering to help Louisville continue to thrive for generations to come. As John F. Kennedy said, “a rising tide lifts all boats”.
At Vista Partners, we would like to extend an invitation to you for a no-obligation conversation with us about how to make your vision for the future a reality. We’ve seen it so many times − having the right conversation can begin to move everything in the right direction.