Rob Shick

Director @Baird

Portland, OR, US

People define wealth management differently, with most focused on investment consulting. As a client of The Shick Group however, you benefit from an innovative, multi-generational team that has a clear and comprehensive vision of wealth management. Our approach is focused on proactively addressing and simplifying your major financial concerns such as preserving your wealth, protecting your assets, ensuring sufficient cash flow in retirement to maintain your lifestyle, and facilitating the most tax-efficient way to pass your assets to loved ones or charitable organizations. Our goal is to make an impact on your life so you can focus on making a positive impact on your family and community. About Baird: An employee-owned, international firm, Baird is a trusted partner serving the wealth management needs of families, individuals and organizations from offices across the US. Our culture has remained strong since 1919 by remaining true to our core ideals and is reflected in our seventeenth consecutive year on FORTUNE Magazine\'s 100 Best Companies to Work For list.

Portland State University

BBA, Business Administration