The Jester Group
We promise to never lose sight of the fact that our relationship with you is bigger than numbers.
Our Work in the Community
We work alongside several organizations to make a lasting impact in our community.
Expert advice is crucial in wealth planning. These professionals assist in completing your financial picture.
The Jester Group is built on service, trust, and personal relationships with our clients.
Our clients trust us to be good stewards of their wealth and to provide their loved ones with the same care and attention that they themselves receive.
We are personally invested in the success of our clients: We’re with them through all of life’s transitions (both fun ones and painful ones) and do everything we can to help them achieve their goals.
At the Jester Group, we build tailored solutions for the complex issues facing family wealth. We work hand in hand with the deep Baird bench of experts for advanced financial, tax, trust and estate planning.
We have delveloped and refined our Wealth Manangement Process to ensure that we are able to address all of the needs of our clients.
The members of our team have diverse backgrounds and experiences that reflect our shared values of service and trust.
We are highly credentialed with expertise in several diverse areas within wealth management.
Senior Client Specialist