Navigate Retirement with Confidence

Retirement strategies can be complex. Our financial professionals are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.

How We Help Clients

We’ve Moved – and We’re Excited <br/>To Welcome You

We’ve Moved – and We’re Excited
To Welcome You

Everything you value about working with us remains the same – but starting May 18th, we’re in a new location that’s been purposely built for you. With beautiful yet private meeting spaces, enhanced technology and a setting built for collaboration, we’re strengthening how we serve you.

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Tax Planning

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

Financial, Retirement and Estate Planning

Years of experience have prepared us to guide you through your life transitions.

Risk and Liability Management

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Investment Management

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Meet our Team

Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Stelina C. Simpson-Roehr

Financial Advisor | Director

206-493-1647

206-470-3512

ssimpson-roehr@rwbaird.com

Jennifer E. Droppelman, CWS®, CRPC®

Financial Advisor | Director

206-493-1669

206-470-3512

jdroppelman@rwbaird.com

Insights from Baird Experts

All That Matters: The Lay of the Land

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

Learn More

5 Actions You Can Take in the Event of a Recession

Recessions might be inevitable – it doesn’t mean you need to take them lying down.