The Perry Group - Baird Private Wealth Management

07/13/2026

Happy Birthday, Brooke!

We are so thankful for all the ways you bless our team and our clients. You work so hard, care so well for others, and have such a gift for making people feel known and cared for. Our clients love you, and it is easy to see why.

You are smart, talented, thoughtful, and continue to amaze us with all that you do. You are also an incredible mom to your two kids, and we admire the heart you bring to both your family and your work.

Brooke, we hope you feel celebrated today. Happy Birthday!!!!

Side note: Awaken Bakery made this cake and it is coconut cream, dairy free and gluten free and it was delicious!!!

07/11/2026

A fresh season is a great reminder to take a closer look at your financial plan.

From organizing important documents to reviewing accounts, updating goals, and planning for the future, small steps today can help create more confidence tomorrow. The Perry Group at Baird is here to help you evaluate where you are, where you want to go, and how to build a plan that supports your long-term goals.

Start the season with a renewed focus on your financial future. Reach out to The Perry Group today.

☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com

07/10/2026

We’re excited to welcome Brendan Gilbert as the newest intern for The Perry Group! Brendan is a senior at Western Kentucky University studying Finance with a concentration in Personal Financial Planning and a minor in Economics. Outside of school and work, he enjoys playing basketball, fishing, hiking, going to the gym, and cheering on the Miami Heat. Welcome to the team, Brendan!

07/09/2026

All That Matters: 250 Years of American Optimism

In this episode of All That Matters, Mike and Ross celebrate America’s 250th birthday and reflect on moments of American resilience, the power of innovation and the enduring optimism that continues to shape the country’s future.

Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.

07/01/2026

In a difficult moment, your family should not have to search for answers.

The Personal Information Guide from The Perry Group can help you gather important details ahead of time, including financial accounts, documents, insurance information, and other key records.

A little preparation today can bring clarity and peace of mind when it matters most.
Download your free guide today.
☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/the-personal-information-guide

07/01/2026

06/26/2026

One of the most valuable lessons parents can teach their children is how to be smart with their money. Here are three financial lessons you can share for each stage of youth, from when they’re pre-teens to when they’re earning an income of their own.

At every stage of your family’s lifetime, there are money lessons to be learned

06/25/2026

A meaningful financial relationship starts with understanding your goals, your priorities, and the future you are working toward.

The Perry Group at Baird is committed to building lasting relationships centered around trust, guidance, and personalized financial planning. Whether you are planning for retirement, managing investments, or simply looking for clarity, our team is here to help you move forward with confidence.

Ready to take the next step toward your financial goals? Connect with The Perry Group today.

☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com

06/21/2026

Happy Father’s Day to all the dads, grandfathers, and father figures who make such an impact every day. Your guidance, support, and dedication do not go unnoticed.

Today, we’re especially celebrating the dads on our team. We’re proud to recognize them not only for the work they do, but for the families they cherish.

Wishing everyone a wonderful Father’s Day!

06/18/2026

Our office will be closed tomorrow, Friday, June 19th, in observance of Juneteenth, a federal holiday. We will be back on Monday, June 22nd. Have a great weekend!