Wealth Management You Can Trust
We help our clients navigate life’s important financial decisions
Wealth Management You Can Trust
We’re dedicated to doing what’s best for you. By considering all aspects of your finances, our team gets to know you and develop a relationship based on experience and trust, always placing your interests first.
As a team with several advanced certifications, we integrate financial planning with our investment management services.
We specialize in holistic wealth management and wealth transfers between generations. We’ll design a plan to help you achieve your financial goals.
Whatever phase of life you’re in, our disciplined IDEAL process will help you organize your financial planning and investments and to better focus on your long-term financial goals.
Vice President I Financial Advisor
"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.
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.
Financial Planning Manager | Senior Vice President
Manager of Estate Planning | Senior Vice President
Senior Estate Planner
Baird is an international wealth management, capital markets, asset management and private equity firm.
Thanks to our independent, employee-owned structure, each one of our associates worldwide shares a real stake in your success. We know from experience that the only way to help you reach your goals is to keep your best interests in mind, always.
Since 1919, we've been earning our clients' trust by staying true to our mission:
To provide the best financial advice and service to our clients and be the best place to work for our associates.
While we have grown over the years to meet the evolving needs of our clients, we preserved the core values that kept us strong and stable through every imaginable market environment:
We believe that educated investors who maintain a long-term approach are well prepared to weather market volatility and life’s curve balls. We work hard to ensure that our clients possess an understanding of investment principles.
Our team’s planning and advice comes from an objective standpoint. We place our clients’ interests above our own and promote loyalty, good faith, and trust in every relationship.
We respond quickly to your needs to maintain a transparent line of communication. We understand that your situation is unique. We tailor each meeting to specifically address the needs of you and your family. With regular conversations, we will work together to create a flexible financial plan that’s designed to help you meet your financial goals. We provide you with holistic financial advice that reaches beyond the assets we manage. We work with your other trusted advisors such as your CPA and attorney to provide sound tax, estate guidance, including business succession planning and wealth transfer planning so that all aspects of your plan are working together in concert for you.
True wealth management is never one-size-fits-all. For financial advice to be useful, it needs to be both tailored and comprehensive. Our wealth management process revolves around you – your values, your priorities.
We take our role seriously and uphold our commitments unimpeded by conflicts of interest. We provide you with our full attention and reflect honestly and authentically in every service we offer.
We offer independent and objective advised that’s client-centric and free from outside influences such as commissions or investment company incentives.
We utilize evidence based, time tested investment strategies based on years of academic and real-world application. Our long-term approach supports our clients’ financial peace of mind and success.
We’re proud of our commitment to full disclosure. We review each customized portfolio performance and all investment costs annually to keep you informed and on track.
Our team has extensive experience with the area’s major employer benefit plans. We are here to assist in optimizing and stress testing your investments to fit your personalized income and spending strategy. Our multi-generational team is uniquely designed to make sure you’re covered for the next five, 10 and 20+ years.
Today’s pre-retirees face unique challenges and opportunities when planning to exit the workforce. Our team is experienced in navigating these situations, always keeping your best interests in mind we create personalized strategies that align with the vision you have for your future. Instead of a one-size-fits-all approach, we work diligently to uncover new ways to fulfill your requests and ensure your needs are secured and protected throughout your lifetime.
Whether you just lost a spouse, quit your job, or recently separated from your spouse, we can help you navigate this new chapter with confidence.
Losing a Spouse. Leaving a job. Leaving a Marriage. Our team is experienced in navigating these emotional life situations with compassion. We ask the tough questions and work with you to design and implement strategies to set you up for success as you learn to navigate this chapter of life with security and confidence.
Focus less on managing your money and more on improving your business with strategies that offer room to grow and expand and eventually exit tax efficiently.
You and your employees’ retirement matters. Let us help you determine the best plan of action for your business.
As an added service our team may provide complimentary financial planning for each employee on a personal level.
Our team takes pride on managing your assets so you can focus on what is more important to you which is growing your business and spending quality time with your family. It is our duty to work in your best interest as well as each employee.
The newly passed bill offers changes to RMDs, new Roth rules and other tactics to take advantage of. Congress's year-end omnibus spending bill contained a section called SECURE ACT 2.0 of 2022, which addresses a variety of retirement planning topics as a follow-up to the first SECURE Act, passed in late 2019. Here are the most important things you need to know:
Start the year off right by etting started on these five top financial goals.
With market volatility picking up and a midterm election on the horizon, the Policy Team at Strategas gives some insight into how midterm years typically play out, why they tend to be more volatile than average, and what the longer-term picture looks like.
This is our chance to get acquainted and for us to begin to understand what is important to you. It also gives you a chance to get to know the team and our process and mutually decide if we are a good fit for one another. We know time is your most precious commodity so we will do our best to cover as much as we can in our 60-90 minutes initial meeting. Otherwise, it is like drinking from a fire hydrant and can feel overwhelming.
In preparing for our first meeting it is helpful to do thinking about your goals, what you want to accomplish. Write those down. Bring account statements or other documents that will assist us to get a picture of where you are. If possible, complete the Financial Planning Questionnaire. (It is not mandatory, but we will be asking questions related to that content.)
In general, we will be asking for copies of financial statements. As far as employer benefits are concerned we are familiar and have copies of Summary Plan Descriptions for area most employers. If not we will ask for some additional information or documents about benefits, insurance and estate plans. However, we will take that one step at a time, as needed.
Clients seeking Investment Portfolio Management in addition to planning are considered on a case-by-case basis. We provide the best fit and value for clients with $1 million or more in investable assets. If you are looking for Financial Planning or Divorce Planning services, we do not require you to place assets with us and thus do not have a minimum asset requirement.
Absolutely! Part of our job is to help you learn what you need to know to feel confident about the decisions you will need to make.
In the initial stages of our relationships, you’ll hear from our team as often as weekly. Once your plan (and in some cases investments) is in place, you’ll generally get a phone call, email, or snail mail every other month. One of us is always just a phone call or email away.
Our goal is to respond to all incoming messages and calls on the same day where possible, and always within 24 hours.
Our team operates in the best interests of our clients. CERTIFIED FINANCIAL PLANNER™ professionals providing financial planning services must abide to a broader fiduciary standard as defined by the CFP Board. Visit our Unpacking what it means to be a Fiduciary piece.
Because Baird is dually registered as a broker-dealer and investment advisor we are able to offer a client both brokerage (transaction based) and investment advisory (advice) services. Brokerage accounts and advisory programs have different structures, administration, types and levels of service, fees and expenses. They are designed to address different client needs, and advisory programs may not be appropriate for clients who tend to direct their own investment strategies and execute transactions without the recommendation or advice of their Financial Advisor, prefer a buy and hold strategy that is not actively monitored Baird or their Financial Advisor, value low fees and expenses over ongoing professional investment advice and/or maintain high levels of cash and cash equivalents.
That depends on the client and the client's needs. In general our team uses individual stocks, individual bonds, mutual funds, exchange traded funds and annuities in our investment strategies. When selecting a combination to recommend we consider client fit factors like cost, time horizon, risk, ease of use and the client’s level of comfort with the particular investment type.
Divorce FAQs Financial Planning FAQs
EMAIL: RSGroup@rwbaird.com PHONE: 979-299-3292 FAX: 979-299-3277
208 Parking Way Lake Jackson, Tx 77566
945 Bunker Hill Rd #300 Houston, TX 77024