"People choose their careers for many different reasons. When I decided to become a financial advisor, I was driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about."

Matt joined Baird in January of 2015 after starting his career in 2008 with Wells Fargo Advisors. He holds a Series 7 and 66 licenses and the Chartered Retirement Planning CounselorSM (CRPC®) certification from the College for Financial Planning. He is a 1995 graduate of Texas A&M University. Matt’s previous experience includes over ten years at Pfizer Inc., the world’s largest pharmaceutical company. The majority of that time was spent in upper management, even serving in their New York City headquarters.

"As each has received a gift, use it to serve one another, as good stewards of God's varied grace." 1 Peter 4:10

Giovanna started her career in wealth management in 2003 with A. G. Edwards after spending 15 years as a research analyst. In July of 2014, Giovanna joined Baird. Giovanna holds a Bachelor of Science degree in Finance from Oklahoma State University and a Masters of Business Administration from University of Houston – Clear Lake. Giovanna earned her CERTIFIED FINANCIAL PLANNER™ certification in 2006 and her Certified Divorce Financial Analyst® certification in 2016. Giovanna also prepared federal, state, and local tax returns while pursuing her masters degree. Giovanna’s specific expertise and knowledge has helped many pre-retirees and retirees prepare for and navigate retirement as well as other major life transitions.

Giovanna and her husband, Curtis, have lived in the Brazosport area since 1983. They have two grown children and are active in their church and several community organizations. Giovanna also enjoys traveling, photography, and gardening. She also takes time to mentor young adults and teach financial literacy.

Perspective

As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, one of my passions is to assist people with their wealth building and preservation strategies. I understand the importance of a family’s financial health. I believe in order to enjoy life’s most meaningful moments you must have peace of mind and comfort in knowing that your financial affairs are in the hands of objective, trusted and experienced professionals.

Nancy graduated from Sam Houston University with her Bachelor of Business Administration degree in 2008. Before joining the Baird Private Wealth Management team, Nancy specialized in trust and wealth management operations for over 8 years and served as vice president wealth management officer and operations officer for over 5 years.

Nancy is a 2011 graduate of Texas Bankers Association Trust School and completed the Graduate level in 2012. She received her Accredited Trust Operations Professional Certification I & II in 2016. She has managed the operations and administration of charitable remainder trust, special needs trust, irrevocable and revocable trusts along with Individual Retirement Accounts. Nancy has a combined sixteen plus years of experience in accounting, supervision, development, policy and procedure implementation and production, strategic planning, and auditing. While an active member of the Lake Jackson Business Association from 2016 – 2019, she served as the treasurer for two years.

Nancy and her husband, Chad, have four children and enjoy the adventure found in the great outdoors. When not busy chauffeuring around kids, you can find her working on design, painting or baking.