Branson Terrell, CFP®
Financial Advisor
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...
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John Peniche
Financial Advisor, Vice President
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...
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Pres Terrell
Financial Advisor, Vice President
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...
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