The Kashian Karels Group
Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need an expert professional in your corner. It’s our goal to serve every aspect of your financial life to provide the best investor advice and wealth management available.
New Firm. Same Values
We are proud to have joined Baird, where clients come first, always.
Baird's employee‑owned structure aligns with how we serve clients, focused on long‑term outcomes, not short‑term pressures. It allows us to give objective advice with one priority in mind: what’s right for you.
Pictured (left to right): Mike Karels, Ann Hoen, Darla Kashian, Tanner Petroske
Clarity and confidence for every financial decision.
Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment management. If you’re ready to work with a financial professional, let’s sit down to talk.
Business Owners
Supporting business owners with the expertise and resources you need to reach your professional and personal goals.
Working Professionals
Helping you make confident financial decisions as any point in your career.
Women
Providing the financial guidance for your personal and professional life, while you balance family and career demands.