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Broker Check

Podcast

February 5, 2020 - Capital Market Outlook with Mark Eibel of Russell Investments


January 15, 2020 - Interview with Dr. Greg Kasten, Founder and CEO of Unified Trust Company

November 8, 2019 - Interview with Max Mann of the Baird Specialized Asset Management Group



August 28, 2019 - Cash Balance Plans: Advanced Retirement Savings and Tax Deferral Strategies for Entrepreneurs



July 23, 2019 - Second Quarter Market Recap and Baird Transition Update