Broker Check

The Jester Group 

Private Wealth Management | Financial Advisors

The Jester Group is human-based and heart-centered wealth management practice. We are a highly experienced, credentialed and multigenerational team that values planning, service, and our close and lasting relationships with our clients above all else.

Our Approach to Wealth Management

Our Approach to Wealth Management

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.

Advanced Planning

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. 

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Our Process

We have delveloped and refined our Wealth Manangement Process to ensure that we are able to address all of the needs of our clients. 

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Our Team 

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.

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Meet Our Team

Contact Our Team

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