Our team has been working with active and retired PwC partners since 2011. I have broad knowledge of the programs and policies of the firm, including independence requirements, deferred contribution plans, and the partner retirement plan. This knowledge, and my understanding of the many other PwC specifics, allows me to offer customized wealth management to PwC.

It is paramount to comply with the investment restrictions of active partners; however, developing a strategy that both fulfills independence requirements and concurrently achieves the investment objectives of the partner is the end goal. I work with partners to maximize the benefits offered by PwC, and plan for a successful retirement.

After retirement from PwC, I transition partner’s portfolios to make the most of the full markets without restriction.    

References are available upon request.  

*Baird is not endorsed by or affiliated with PwC.