Our team is multi-generational, each with different perspectives, experiences and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.
Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.
Meet Our Team
Thomas Phillips
Financial Advisor
419-581-4283
Retirement should be the best chapter of your life! I work with clients in developing a plan to guide them into and through their retirement years with proven tax efficient strategies that provide lasting peace of mind. My job is to...
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Mike Rattigan
Financial Advisor
419-581-4283
Mike has been taking care of clients in the financial services industry for over 20 years. Starting with Merrill Lynch 2004, and prior to joining Baird Wealth Management, he was with Wells Fargo Advisors. Mike is a 1997 graduate of...
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Candice Escobar
Client Assistant
419-581-4283
Candie has been in the Financial Services industry for 23 years – specializing in operations and client service. Candie joined Baird in 2022 and enjoys assisting clients with their everyday needs. Candie and her 3 children reside in...
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