Victor L. LaRosa
Director | Private Wealth Management
As a Director with Baird Private Wealth Management, Victor has over 43 years of experience and expertise in portfolio management, retirement planning and estate planning strategies...
Joanna M. LaRosa
Associate Financial Advisor
BackgroundJoanna LaRosa graduated from Grand Canyon University with an undergraduate degree in Finance and Economics in 2016 and a Master’s degree in Business Administration in 2017. Joanna joined Baird in 2018 as a Transition...
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Tommi Overfield
Client Assistant
Tommi joined Baird in October 2022 as a Client Assistant, where she works closely with clients and colleagues to help make our office one of the “Best Places to Work.” She brings over 36 years of industry experience, having previously...
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Should You Cancel Your Life Insurance Policy?
Before canceling life insurance, understand what you give up, what it could cost later–and what smarter options might exist.
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A Comprehensive Guide to Charitable Giving Strategies
From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.
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After You Max Out Your 401(k)
Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.
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