“Over the past 40-plus years in this industry, I’ve seen up markets, down markets and everything in between. I feel my main responsibility is to help people achieve their aspirations through prudent financial planning and sound investment management.”

Andy joined Baird in 1993 and has over 40 years of experience as a Financial Advisor. His areas of interest include comprehensive financial planning, corporate retirement planning (including non-qualified plans) and employee stock option and 10b5-1 plans. Andy helps individuals, family-owned businesses and publicly traded companies establish and achieve their unique investment goals. He believes in understanding his clients’ financial needs and customizing investment strategies specifically tailored to their goals.

Andy earned his bachelor’s degree in history from Washington and Jefferson College and his juris doctor from the Mercer University Walter F. George School of Law. He is also a 2005 graduate of Leadership Tampa, sponsored by the Tampa Chamber of Commerce, and has served as chair for the City of Tampa's General Employee's Pension Fund. He was recently re-elected to the board of governors for the Florida Securities Dealers Association and is a founding and current member of the Gulf Coast JFCS’ board of Tampa Bay Job Links and chairman for Congregation Schaarai Zedek's Finance Committee.

Andy enjoys spending time with his family, traveling and golfing. Lifelong residents of Tampa, he and his wife, Tricia, have two daughters, Lauren and Rachel, and a goldendoodle named Harvey.

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“The foundation of success begins with a plan. Once your financial plan has been established, we are then able to work toward developing the most appropriate investment strategy to help you achieve your long-term goals and objectives.”

Mary joined Baird’s Tampa office as a Financial Advisor in 1998 and has more than 30 years of experience in the financial services industry. Her areas of expertise include investment consulting, portfolio management, financial planning and corporate and executive services, including 401(k)s and stock options.

Mary attended the University of Maryland at Baltimore and has also completed the Investment Counsel Program sponsored by Baird at the University of Chicago Graduate School of Business.

Mary has lived in the Tampa area for over two decades and enjoys outdoor activities in the Florida sunshine. In her free time, she loves to spend time at the beach or out on the water and is an avid fan of Sunday football.

“I believe the foundation of a strong financial plan starts with a robust risk management plan in place. By addressing the defensive side of financial planning, I hope to ensure my clients’ long-term success.”

 Austin began his career in the financial services industry as an advisor with Northwestern Mutual. He joined Baird in 2021, bringing extensive financial planning knowledge and experience to both his team and their clients.

 Austin graduated from Wake Forest University with a degree in economics in 2014. A CERTIFIED FINANCIAL PLANNER® professional, Austin helps clients navigate complex financial issues and offers them a roadmap towards financial stability, which covers everything from risk management planning and tax strategies to retirement and education planning. He also earned his Certification in Long-Term Care (CLTC®) designation in 2017 and became a board-certified financial planner in 2018.

 Austin is a member of multiple charities and professional organizations, including Tampa Connections, Hands Across the Bay, the Humane Society of Tampa Bay and Champa Bay's Innovation Council. In his free time, Austin enjoys playing basketball and jamming on the guitar. He and his wife, Kristi, live in Waterset with their two sons and three cats.