A Wealth of Knowledge

Dan has provided financial advice to high-net-worth individuals and families for 36 years. Having witnessed and worked through multiple economic cycles and market periods, he brings a wealth of experience to his clients. Dan has built his holistic approach to portfolio management on a foundation of integrity and exceptional service, specializing in the development of tax-efficient investment portfolios for individual and corporate clients.

Professional Experience

Prior to joining Baird in 2001, Dan served as Associate Director for one of the largest multinational insurance providers in the country. Dan holds the Chartered Life Underwriter (CLU®) designation and the Chartered Financial Consultant (ChFC®) credential, which allow him to offer additional expertise in insurance, financial planning, and estate planning.

Educational Background

Dan is a graduate of the Investment Consultants program sponsored by Baird at the University of Chicago Booth School of Business. He received his bachelor’s degrees and master’s degree in corporate finance from Walsh College of Accountancy and Business Administration.

Committed to the Community

Dan and his wife Peggy support several charities. One of their favorite organizations is Hope Clinic in Ypsilanti, which provides free medical, dental, and behavioral health care to uninsured people in need. Dan and Peggy also enjoy spending time outdoors with their three adult children and grandchildren.

Accolades

Dan has been recognized as a Five Star Wealth Manager for 15 consecutive years, 2012-2026. This distinction reflects his investment experience, commitment to clients, and the integrity he brings to work every day.

Disclosure: This award was issued on 05/01/2026 by Five Star Professional (FSP) for the time period 09/10/2025 through 03/03/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3902 Detroit-area wealth managers were considered for the award; 262 (7 % of candidates) were named 2026 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

An Institutional Edge for Individual Investors

With over 35 years in global finance, Al’s approach to portfolio management offers an institutional edge to individual investors. He believes a research-driven, “keep-it-simple” philosophy is key to achieving long-term financial success. Al’s experience with institutional clients provides a level of expertise unique to the private wealth management industry.

Professional Experience and Educational Background

Prior to joining Baird in 2013, Al was the senior international trader for a mutual fund company in Birmingham, Michigan, and a financial product specialist and trader in New York City. He holds a bachelor’s degree in economics from Rutgers University.

Committed to the Community

Al is a longstanding member of the Birmingham, Michigan, Chamber of Commerce and the Knights of Columbus. He lives in Oxford, Michigan, and enjoys restoring classic cars, gardening, and spending time with his family.

Advanced Planning Focus

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Andrew provides financial planning solutions for working professionals, retirees, and business owners. He helps clients navigate the ever-changing rules regarding how to access different investment accounts and trusts, and the tax rules associated with those accounts. After a lifetime of accumulating assets, understanding the most efficient way to use those assets is not always clear without deeper analysis. Additionally, Andrew facilitates and implements complex charitable giving and family wealth transferring techniques for Paulson Group clients.

Professional Experience

Andrew started at Baird in 2018 at the firm’s headquarters in Milwaukee, Wisconsin. During his time in the Milwaukee office, he concentrated his time on equity and fixed income research for clients. Andrew also spent time working alongside Baird’s top financial, estate, and tax planning specialists prior to joining The Paulson Group in 2021.

Educational Background

Andrew holds a Bachelor of Science degree in finance from Miami University of Ohio, graduating magna cum laude. He resides in Birmingham, Michigan, and enjoys playing tennis, hiking, reading, and kayaking. Andrew is a member of the Baird Alpine Ski Team.

Accolades

Andrew was recognized as a Five Star Wealth Manager in 2026. This distinction reflects his investment experience, commitment to clients, and the integrity he brings to work every day.

Disclosure: This award was issued on 05/01/2026 by Five Star Professional (FSP) for the time period 09/10/2025 through 03/03/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3902 Detroit-area wealth managers were considered for the award; 262 (7 % of candidates) were named 2026 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

White Glove Service

As The Paulson Group’s team lead for business operations and administrative projects, Jennifer’s attention to detail ensures clients have the outcomes they require and expect. She works directly with Baird’s operations specialists across the country, achieving high-quality, customized service in a timely manner.

Professional Background

Jennifer began her career at Baird in 2007 and joined The Paulson Group in 2009. Out of Baird’s 902 Client Assistants, Jennifer won the highly competitive “Branch Support All-Star” award in 2023. She enjoys building client relationships and servicing their financial objectives.

Committed to the Community

Jennifer resides in Oakland County, Michigan, with her husband Jason and their two children. Outside of work, she enjoys spending time with her family, vacationing in northern Michigan, and volunteering with the Red Cross.

Client-Focused Service

Cam joined Baird and The Paulson Group in 2024. As a Client Specialist, he helps clients with service-related needs, such as processing cash transfers, onboarding new clients, and answering account questions.

Professional Experience

Prior to working at Baird, Cam was a Technical Recruiting Intern and Brand Ambassador at Insight Global. Additionally, he worked as a Commercial Real Estate Intern at PB Properties. During his time in the NCAA, Cam secured brand partnerships with companies such as La Colombe Coffee, Liquid IV, and Uptime energy drinks. Cam is fully licensed in financial securities.

Educational Background

Cam holds a bachelor’s degree in Sport Management from the University of Michigan – Ann Arbor. He then earned his master’s degree in Sports Law & Business from Arizona State University. While managing his courseload, Cam became a National Champion at ASU Swimming under Michael Phelps’s coach, Bob Bowman, and later went on to swim in the Olympic Trials. Previously, Cam served as Team Captain for the University of Michigan Men’s Swim & Dive Team.