Our Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Short Term

The short term bucket focuses on immediate needs like an emergency fund or upcomming purchases within the next 3 years

Medium Term

The Medium Term bucket address goals like saving up for a car, home, or other large expense items within the next 6 to 7 years.

Long Term

This last bucket is focused towards long term goals like retirement, your children or granchildren's education, or leaving a legacy.

Branson Terrell, CFP®

Financial Advisor

(434) 386-5023

bterrell@rwbaird.com

We help individuals and families in Central Virginia prepare for retirement by simplifying complex financial decisions and creating tax-efficient income strategies.We primarily work with individuals nearing retirement or already...

John Peniche

Financial Advisor, Vice President

434-386-5011

jpeniche@rwbaird.com

I have been creating and managing wealth for my clients for almost 30 years and I am honored by the trust and confidence they have placed in me over that period. I see my role as similar to that of Joseph in the Bible who was entrusted...

Pres Terrell

Financial Advisor, Vice President

434-386-5012

pterrell@rwbaird.com

At Robert W. Baird & Co. we are proud of our shared values of honesty, integrity, and putting client’s interest first. Our team offers a variety of Investment Management Platforms employing Asset Allocation centered on individual goals...

Tim Morgan

Client Assistant

4343865006

tmorgan@rwbaird.com

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