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Our Team

Kimberly Haws Falasco

Kimberly Haws Falasco

MANAGING DIRECTOR
BRANCH MANAGER

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Kimberly Miller

Kimberly Miller

VICE PRESIDENT
BRANCH ADMINISTRATIVE SUPERVISOR

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Diane Dawson

Diane Dawson

Senior Client Specialist

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Ann McKee

Ann McKee

Client Assistant

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Dennis Falasco

Dennis Falasco

Client Assistant

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Kimberly Mitchell

Kimberly Mitchell

 Operations Assistant

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Baird Highlights

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.
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