Preston earned a degree in Accounting at the University of San Diego, then joined Baird in 2011 with seven years of financial industry experience. He focuses his efforts on retirement plans of all kinds: 401(k)s, profit-sharing plans, SIMPLE & SEP IRAs. Early on, Preston realized that even though a retirement plan is an essential part of a company’s benefits package, they are often overlooked due to time constraints. As a result, he began focusing his efforts on establishing trusted partnerships that streamline the process for both employers and plan participants. He is part of Baird's Qualified Plan Consulting Group, an exclusive circle of Financial Advisor teams who have dedicated their business to retirement plan clients. Qualified plan consultation is a highly specialized field requiring years of experience and depth of expertise. Only 3% of all advisors at Baird are included in this specialized field. He is a member of the Nevada County Business Network.
CA Insurance License #0G95544