Justin Soderlund
Financial Advisor at Baird
- Role
- Financial Advisor at Baird
- Location
- Evansville, IN, US
- LinkedIn followers
- 500 followers
About Justin Soderlund
You know how many hardworking families and near-retirees worry about things like:– Overpaying the IRS,– Running out of money in retirement, and– Leaving kids unprepared for the money they’ll inherit?I fix that.I’m a Financial Advisor at Baird, and my team specializes in tax-focused retirement and legacy planning for hardworking families and business owners.Our clients usually come to us feeling:– Frustrated that they’re “doing well” but not sure if they’re missing tax opportunities– Anxious about RMDs, Social Security, and when to take income– Unsure how to involve their kids without creating entitlement or confusionTogether, we:– Build retirement income plans designed to be tax-efficient, not just market-driven– Coordinate with CPAs and estate attorneys so things get implemented correctly– Help prepare the next generation to handle what’s being passed to themTools like AI and advanced software help with the math and projections, but clients don’t hire us for a prettier spreadsheet. They hire us for the experience: clear communication, real talk about tradeoffs, and a guide who actually knows their family and their goals.If you’re:– Within 5–10 years of retirement,– Sitting on significant savings or a business you may sell, and– Wondering “Am I missing something with taxes or my legacy?”…I’m always happy to have a low-pressure conversation to see if I can help. Message me here on LinkedIn or email me at j••••••••@rwbaird.com.
Experience
Financial Advisor
Dec 2025 — Present · Evansville, IN, US
Education
Indiana University - Kelley School of Business
Dual Masters Degree, Masters of Business Administration, Masters of Science in Finance
2014 — 2017
Indiana University Bloomington
Bachelor of Science (B.S.), Sport Marketing and Management
2008 — 2012
Skills
- Planned Giving
- Social Media
- Sports Marketing
- Social Networking
- Capital Campaigns
- Capital Campaign Management
- Time Management
- Annual Fund
- Marketing
- Donor Solicitation
- Golf
- Sports
- Public Speaking
- Sponsorship
- Management
- Social Media Marketing
- Powerpoint
- Sports Management
- Ticket Sales
- Leadership
- Microsoft Office
- Sales
- Event Planning
- Microsoft Word
- Major Gift Development
- Adobe Creative Suite
- Annual Giving
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