Our Team
David Bauer
Vice President
David Bauer is a Financial Advisor at Baird based in Denver, CO.David uses the resources of Baird, to provide financial and planning services with a focus on clients with investment restrictions such as partners at audit firms. He is...
Extended Team
Kathy Blake Carey, CFA®
Director of Research & Advanced Planning
Brad Bartick, CFP®, CWS®
Wealth Planner
Heath McAteer, CFP®, CPA
Tax Strategist
Scott Grenier, CFP®, AEP®, CAP®
Manager, Tax & Estate Planning
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.