Broker Check

Spring 2025 Newsletter

With springtime and the post-tax season in full force, Scott, Lindsay, and Maddie have had all hands on deck at the office lately. 

Check below for a few happenings at the firm, and please give us a call with any new questions or concerns. Scott and Lindsay are available to meet at your convenience.


In February, Baird launched its newest podcast, Invested: Advancing Women in Work and Wealth. The podcast includes discussions about the intersection of life, career and finances, serving as a resource for women who aspire to break barriers, enrich their lives and gain wisdom along the way.

Check the series out on Apple Podcasts, Spotify or YouTube!


Lindsay and Maddie gathered with their fellow Portland Branch ladies to celebrate International Women's Day this March.