Matthew Pruyn’s Experience:
I joined Baird in 2010 and a year later completed Baird’s unique Wealth Management Development program. As a Financial Advisor, I provide expertise in retirement planning, retirement plan design for business owners, education planning, estate planning, and portfolio management. I also partner with both Baird’s internal experts and outside professionals for additional resources in specialized areas including advanced tax and estate planning.
I received my Bachelor’s degree in finance from Marquette University where I participated in the Applied Investment Management program. In 2018, I earned my CFP® designation. I also hold an ADPA® designation, specializing in the unique estate and financial planning needs of LGBT individuals and domestic partners.