Quality, perspective, honesty and integrity are the core values that guide every aspect of Win’s work. From Day 1, Win serves as an advocate for each client and their legacy. He believes in his clients’ success because he understands the effort it took to reach this point and is confident in what they can accomplish in the future. That commitment is why he chose to be an advisor at Baird.
Win’s primary business focus is helping clients identify their goals, creating tailored financial plans and working alongside them over time to navigate the details. With many years of experience in the wealth management industry, combined with a bachelor’s degree from the University of Virginia and an MBA from Indiana University, he brings a unique perspective to every client relationship.
Although Win works in the financial industry, community involvement is his passion. He has served on the Board of Trustees for Historic Locust Grove and Meredith Dunn School.