Jerry began his career in the financial services industry in 1985. He specializes in portfolio development and has achieved the Certified Financial Planner™ certification and Certified Private Wealth Advisor ℠ and Certified Investment Management Analyst ℠ designations.

A Native of New Castle, Delaware, Jerry has lived in the Bel Air area since 1988. He attended the University of Delaware where he earned his bachelor’s degree in History with a minor in Biology. He currently serves as an active board member of the YMCA of Central Maryland’s Harford County Community Leadership Board. 

Jerry and his wife Liddy have been married since 1985. They have four boys: Patrick, Andrew, Jamie and Zachary.

Jason has helped clients navigate multiple market cycles and periods of significant economic and market volatility over the years.

He specializes in creating customized portfolios while implementing risk management strategies consistent with each client's unique life experience.

Jason attended Towson University where he graduated with a degree in Economics and Spanish. He has continued his professional studies through Northwestern University and holds the designation of Certified Financial Planner™.

Peggy joined Baird in June of 2017. She is fully licensed, obtaining her Series 7/66 licenses within the first year of being hired. She continues to enhance her financial education and is currently working towards her WMCP certification. We are proud to announce that Peggy was promoted to Senior Client Specialist in January of 2022.

Peggy is a Baltimore native and is currently living in Towson. She married her husband, Jordan, in April of 2019 and they have since welcomed two daughters, Rosie and Polly - their pandemic babies!