Keith Epstein, CFP^®

Branch Manager, Director | Private Wealth Management

A Partner With Your Best Interests In Mind.

Our priority is helping you take care of yourself and your family, financially. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Our Practice

Our Practice

We create strategies that are tailored to your goals.

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Our Services

Our Services

We're prepared to guide you through life's transitions.

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Our Team

Our Team

We operate our business with ethics and integrity.

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About Baird

About Baird

Let's talk about your investment strategies.

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Meet Our Team

Keith Epstein

Keith Epstein, CFP^®

Branch Manager, Director

kepstein@rwbaird.com

Melissa Mills

Melissa Mills, WMCP^®

Branch Administrative Supervisor | Senior Registered Client Specialist

mmills@rwbaird.com

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