Matthew Preddy brings nearly 25 years of industry experience as a Senior Vice President, Financial Advisor at Baird and holds the Chartered Retirement Planning Counselor CRPC® designation. 

Schedule a complimentary 15-minute  Retirement Review or just ask any anything session to help answer any questions you may have about your financial wellbeing. 

Potential questions you may have:

How do I know if I am on track for retirement?
How do advisor’s charge fees?
How do I read my investment account statements?
Do I have the right asset allocation?
How do I ensure a plan is in place for my family?

Looking forward to connecting with you!