Who we are.

My wife, Heidi, and I took our kids on a family vacation to Greece. 

Being a part of a blended family brings unique challenges. Financial planning, estate planning and vacations are just a few examples of things that can become complicated. I am blessed that we all get along and enjoy being together. 

One of the reasons I feel so strongly about financial planning is it lays the groundwork for creating memories. Whether that is with family, friends or all by yourself.  It has been said, "Memories are the timeless treasures of the heart."

This was our last vacation as a family. Heidi passed away after an extended battle with cancer a couple months after this photo was taken.

Dan, his wife Monica, meet in college. They married after graduation and returned to Monica's home town, St Joe. They have two wonderful boys, Cash and Caden.

Dan is a talented advisor and has a team focus of financial planning. He is the future of Baird St Joe. 

This is Alison and her husband Jeff. They have two adult children and a son-in-law and a daughter-in-law. Oh, and recently celebrated the addition of their first grandchild!  Alison and Jeff enjoy the outdoors, gardening, hiking, and beaching. 

They also have an important member of their family named, Joy. She is a shelter rescue and is a part of many family adventures. 

Alison Joined our office in 2021. She is one of our client specialists and is a wonderful addition to our team and brings a lifetime of professional experience to our clients. 

Kathy has been serving our clients for 35 years. She applies her experience and deep knowledge to help people navigate difficult circumstances. She is a seasoned veteran in our industry, and we don't know what we would do without her.

Kathy is a member of Baird's Patriot Associated Resource Group. Away from the office, Kathy enjoys volunteering with the American Legion Women's Auxiliary, reading, gardening and spending time friends and family at the lake. 

Alan is a lifelong resident of St Joe. He is a proud University of Indiana graduate and received his MBA from there.  If Alan is not at the office, you can find him downtown. Just ask just about anyone and they will tell you tell you where he has been seen. 

Alan has strong ties to the community, enjoys volunteering with the First Tee, and squeezes in a round of golf himself whenever possible. 

He is pictured here with his friends: Dr. Tim Ward, Alan, Texas Scott and Detroit Greg. 

This is the Sanders on a recent vacation. Pictured: Noah (future son-in-law), Rick, Lexi, Jackson, and Dan. Faith was taking the picture. 

Rick enjoys sports of all kinds and a recently gone back to playing golf. A passionate Ferris State alumnus, he stays connected to college buddies and friends. In the summer, you will most likely find him at the pool, with something on the grill and entertaining just about anybody you can imagine.