Good financial planning isn't about forecasts and projections. It's about managing one's finances amid continual uncertainty.

Brian is a Financial Advisor in Baird’s Alpharetta, GA office, where he is responsible for providing professional financial advice, strategy, and execution to highly successful executives and their families throughout Georgia and across the country. Brian has over 25 years of combined experience in comprehensive financial planning and client asset management in his tenure at Baird and previously at Morgan Stanley.

Brian provides comprehensive investment consulting and financial planning services to wealthy families, C-level corporate executives, and ambitious small business owners in search of a more personalized approach to wealth management. Brian's focus is on providing goal-based financial solutions that meet his clients’ most important financial objectives, while utilizing a risk managed approach that combines targeted risk with reasonable return objectives.

Brian is a 1983 graduate of the College of Business Administration at Marquette University where he received his Bachelors degree in Finance. He hails from a proud family background of financial professionals.

Active in his community, Brian volunteers his time towards various charitable causes and is an active community leader with the Atlanta chapter of the Marquette University Alumni Association (MUAA). In his free time he enjoys friendly competition on the tennis courts, pickleball courts, coaching youth basketball, and balancing his time with family and many other social and recreational activities.

Jessica joined Baird in September 2022 as an Estate Specialist, highly accomplished in estate plan design and trust planning. Before joining Baird PWM, Jessica spent 15+ years as a private practice attorney. 

Kelsey's role on my team focuses largely on reviewing & identifying strategic planning opportunities based on a client's current and future tax situation. She also provides valuable insights, research, and commentary on important tax issues that impact Baird clients. Prior to joining Baird in 2020, Kelsey was responsible for providing tax compliance and tax planning services to high-net-worth individuals and privately held businesses in private practice.

Veruschka Halligan is a CERTIFIED FINANCIAL PLANNER ™professional with more than 20 years of experience in financial services and private wealth management. Veruschka is an invaluable extension of my team, providing consultative resources and advanced  planning expertise. Veruschka believes a financial plan can greatly help prioritize a client’s goals and provide a strong roadmap to a successful financial future.