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Jason P. Stubbings, CFP®

Vice President, Financial Advisor

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Our Clients Are Our Priorities

Our clients are our focus. We know you work hard, and we want your investments to work hard for you.

Our Process

We create financial strategies that are tailored to your individual needs and goals.

Our History

Our dedicated team has years of experience to guide you through all of life's moments.

About Baird

Trust. Honesty. Integrity. Our values are infused into every aspect of our practice.

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Meet Our Advisors

Jason P. Stubbings, CFP®

Vice President, Financial Advisor



What makes Jason Different? As a Certified Financial Planner ™, I provide Life Event planning servicesWealth Management process over productCustomized portfolio solutions and planning innovationDisciplined, well researched...

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Sandra L. Gary

Vice President, Administrative Office Manager



Sandra is a native to Charleston. She attended Oglethorpe University in Atlanta, GA before moving to New York where she worked in the banking industry until deciding to start a family. Missing her roots, she returned home where she...

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