How We Work
Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.
Jeff Bruner
Managing Director
Since becoming a Financial Advisor in 1982, Jeff has specialized in the contrarian value-based investment discipline of portfolio management. He uses the primary tools of the economy to design, construct and manage individualized portfolios that best meet his clients' needs. Jeff focuses on providing his clients advice and services in financial security and individual portfolio design in addition to retirement, estate and educational planning.
Tracy Baker
Assistant Vice President
Tracy has over 30 years of experience in the financial services industry and has gained extensive investment experience assisting Jeff Bruner over the last 17 years with the management of their client relationships. In her role, Tracy oversees the team's customized wealth management platform, working with Baird's Financial and Estate planning group to facilitate personal and family estate planning reviews and strategies.
