How We Work
With over 75 years of combined experience, our team partners with clients and their families by assisting with discovering, organizing, and achieving their financial goals through personalized investment solutions and dynamic financial planning, helping to ensure a secure future and prosperous legacy.
We are proud to be part of Baird - a firm that shares our values of honesty, integrity, and commitment to keeping clients first - always.
Jeff Pedersen, CPWA®, CDFA®
Senior Vice President | Financial Advisor
Jeff Pedersen has more than 30 years of experience managing the unique wealth management needs of his clients. His clients include small business owners, individuals and families. Jeff’s first priority is to meet the needs of his...
Thomas Brophy, CFP®, ChFC®
Associate Branch Manager | Financial Advisor
Thomas has joined Baird’s Sioux City branch, and will assist in contributing to their many years of experience. Thomas’ goal is to provide the best financial advice and service to clients by focusing on their unique goals...
Stephanie Chapman
Client Assistant
Stephanie Chapman has over 39 years of experience in the financial industry, including more than 3 decades with her current team. Steph values the relationships she has established with clients over the years and continually strives to...
Eric Wikstrom, CPA, CFP®, CPWA®
Tax Strategist
Scott Grenier
Estate Planner