We’re The Popovich Financial Group
A passionate team of advisors providing wealth management for your lifetime — and your legacy.
Visit OurRetirement Guide for Women.pdf |
Talk to The Popovich Financial Group
A passionate team of advisors providing wealth management for your lifetime — and your legacy.
Visit OurRetirement Guide for Women.pdf |
Talk to The Popovich Financial Group
From short-term goals like saving up for an exotic vacation to long-term goals such as living out your dream retirement, we’ll sit down and discuss everything that’s on your mind to gain a better understanding of you, your needs and what you hope to achieve.
Your financial plan is not a one-time meeting, but rather a living, breathing document that will be continuously updated as you — and your life — evolves. Whether you’re a parent, recent grad or pre-retiree, we can help make sure every financial decision you make has your best interests in mind.
What is Financial Planning?The Popovich Financial Group at Baird has a unique approach to wealth management focused on helping you make smart financial decisions to achieve your life goals. Watch, Kathy Carey, CFA®, Baird’s Director of Investment Research and Advanced Planning, defines Wealth Management at Baird, and highlights why we’ve centered our approach around these three important steps:
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Cash flow planning involves understanding where your money comes from, where it goes and what choices align with your overall financial plan.
When designing a plan to save for your child's education, it’s important to evaluate how college savings and your financial plan will work together.
Estate planning is more than completing a living will and filing documents with your attorney. It’s ensuring that the legacy you’ve created helps the people and organizations closest to you reach their dreams even after you’re gone.
A thoughtful estate plan lets you pass on your assets the way you want, maximizing the financial benefit to your heirs and providing comfort during a difficult time in their lives. And your Baird Financial Advisor has the expertise to make sure your estate plan is working in sync with your larger wealth management plans by helping you:
Having an investment plan will provide you with a sound strategy to follow and stick to, even when your investments fluctuate during a time of market volatility.
Invest early to allow funds to accumulate and grow over the subsequent decades so you acquire substantial resources for your retirement years.
Matching your investment’s denomination with your liability’s denomination will remove unpredictability and liability-asset pairing projections from your portfolio.
Making the most out of your money starts with recognizing all the ways taxes can impact your financial future. Whether you’re focused on your own retirement, a loved one’s education or the best way to pass on your wealth to your heirs, any sound, forward-looking plan to maximize your wealth needs to take into account taxes' bite.
Just as the rise and fall of interest rates can ripple throughout your investment and wealth management plans, so too can changes in tax policy. Your Baird Financial Advisor is trained and experienced in crafting wealth management strategies that plan for its impact, keeping you on track with your broader vision.
Stick to the stocks that have a history of good performance in the market or venture beyond your comfort zone to explore the investment options that offer a higher potential ROI.
Whether you seek immediate results or don’t mind waiting, we’ll help you get the return you need to achieve your investment objectives according to your desired timeframe.
From short-term to long-term, we’ll design an investment strategy that focuses on the objectives you care about most so you get maximum value out of every dollar.
Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.
703-668-1313
NPopovich@rwbaird.com
As managing director, I specialize in asset allocation, investment policy, wealth transfer and charitable giving. Through my dedication to trust, integrity and my reputation as one of Forbes Top Women Advisors, I'm here to help guide you through every financial decision.
My career began at Merrill Lynch in 1998. A few years later in 2008, I became the founder member of the Baird Network of Women Financial Advisors. Since then, I’ve been an active member of Baird's mentoring program.
My interest in financial planning grew out of my own family experience. I witnessed firsthand the tragic consequences that can result from inadequate planning. Since then, I have dedicated myself to making a difference in my clients’ lives. I am especially passionate about educating women and children so they can feel empowered to use their money as a tool to build a bright and successful future.
Why I Serve
I’m an active speaker in the Washington D.C. area and an advocate for helping women gain a deeper understanding of their financial life. I am driven by my passion for helping families build their legacy through strategic planning and investments.
My interest in financial planning grew out of my own family experience. As a young girl, I witnessed first-hand the tragic consequences that can result from inadequate planning. Since then, I have dedicated myself to making a difference in my clients' lives by stressing the importance of financial preparedness. I am especially passionate about helping women and children learn the basics of responsible money management so they can make smart financial choices and gain confidence through their own decisions.
Nancy is a proud alumni of the University of Maryland, call od 1998. She is an active supporter of the University of Maryland Men’s and Women’s Lacrosse Program.
Awards & Community Involvement +
Awards:
Community Involvement:
703-668-1317
RUnthank@rwbaird.com
I have over 10 years of experience specializing in equity and fixed income selection and portfolio management. My primary focus is on retirement strategies related to financial planning, investment management and asset allocation.
Outside of work, I have written various market-specific articles about credit markets and investment strategies. I have a bachelor's degree in finance from Virginia Tech University and currently lives in Ashburn, VA with my wife, Jenni, and our three kids, Gabriella, Gavin, and Giuliana.
Why I Serve
My number one mission is to provide an exceptional level of service for my clients and to have a positive impact on their lives. Being able to educate them on ways to enhance their financial wellbeing has always been a passion of mine. Although our clients come from different backgrounds and career paths, they all tend to share a common goal of wealth preservation, as well as trust our team to guide them through market volatility. Nothing makes me feel better than building lasting relationships with our clients and their families.
703-668-1304
BSchlicker@rwbaird.com
With an accounting degree from West Virginia University, I am licensed in FINRA Series 7 and 66 and hold both life and health insurance licenses.
Prior to joining Popovich in 2016, I worked within United Bank’s wealth management division in West Virginia and Washington D.C. ,where I delivered a holistic planning approach to high net worth clients. In my free time, I enjoy running, hiking and traveling around the world.
Why I Serve
My passion for financial planning came at a young age. With a father who owned a sole proprietorship, I witnessed first-hand unexpected life events — the death of a loved one, divorce, health issues and economic conditions — impact my family’s financial wellbeing. I became worried and realized the importance of planning for the unexpected. It was then that I found a passion for giving back and educating others about financial wellness.
703-668-1308
SLJohnson@rwbaird.com
As the client assistant, I’m responsible for account maintenance and processing, opening new accounts, transferring assets, cashiering and helping clients access Baird Online. I’ve been a proud member of the Baird family since 2007.
Currently living in Chantilly, VA, I enjoy spending time with my family and cheering for the West Virginia Mountaineers.
Why I Serve
My role is very client-facing, and I have always loved that aspect of it. I like to help people understand the parts of the business they otherwise wouldn’t know much about without my guidance.
571-203-1616
JKCollins@rwbaird.com
414-298-7425
smaxwell@rwbaird.com
I am originally from Charlottesville, Virginia, and began working as an intern with the Popovich Financial Group at Baird. After graduating from the University of Virginia, I joined Baird's advisor training program, and now work as an Associate Financial Advisor. I have my SIE, Series 7 and Series 66 licenses, and am a CERTIFIED FINANCIAL PLANNER™.
I enjoy spending time with my family, reading and visiting as many national parks as I can!
Tim originally joined Baird in 1999 serving in a variety of planning-oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.
Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth AdvisorSM professional and a member of the American and Wisconsin Institutes of CPAs, Investments & Wealth Institute (IWI) and the Financial Planning Association (FPA).
Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, Bloomberg BusinessWeek, Kiplinger’s, U.S. News & World Report, Morningstar, CNBC.com, and InvestmentNews. In addition, he speaks to numerous client and professional groups about tax and financial planning topics and has taught financial planning classes for IWI and at the University of Wisconsin-Madison. Tim also regularly shares his perspectives via Twitter (@TimSteffenCPA) and other social media outlets.
Since coming to Baird through the 2019 acquisition of Hilliard Lyons, Jaleigh has been the architect to build the new Baird Family Wealth platform. The Baird Family Wealth team works with advisors and their most complex UHNW clients ensuring that all business owners, executives, and multi-generational client families have access to the resources they need to meet their individual goals and navigate major transitions in their lives.
At Hilliard Lyons, Jaleigh was Executive Vice President. She joined the firm in 2011 and had direct responsibility for Hilliard Lyons Trust Company (now Baird Trust), Wealth and Family Office, Wealth Planning and all investment products and services.
In her prior role at Fifth Third Bank headquarters in Cincinnati, Jaleigh was Managing Director of the Private Bank. In 2009, her team built and launched their family office, Mirador Family Wealth Advisors, with Jaleigh as its inaugural CEO.
Prior to joining the banking industry in the 1990’s, Jaleigh spent over a decade in public accounting. She began her career at Arthur Andersen and later joined Kemper CPA Group where she served as Managing Partner for the Tax Department that served the firm’s 26 offices in Indiana, Illinois, California, and Florida.
Jaleigh is a member of the Integrated Wealth Advisor Council at the Family Office Exchange and is on the Leaders Council of The UHNW Institute.
Corporate board experience includes her current roles on the advisory board of The Oliver Group and Leadership Louisville. Previously, she was on the board of Deaconess Health Systems in Evansville, Indiana. Volunteer experience during her time in Louisville included serving as Treasurer of Actor’s Theatre, Metro United Way Campaign Cabinet and on the board of The Center for Women and Families and Waterfront Development. Prior to moving to Louisville, she was President of the Chamber of Commerce, on the executive committee for The Welborn Foundation and a board member of Tales & Scales and Crimestoppers.
Jaleigh is also a member of the International Women’s Forum. Jaleigh has been actively involved in the AICPA on a national level for over 20 years. She is currently a member of the AICPA Financial Literacy Commission. She served two terms as chair of the investment committee, governing council and was on the nominations committee, employee benefits task force and was a trustee for the Life Insurance Trust. She was also a regular speaker on Equity Compensation issues at the AICPA national conference.
Our team works closely with Baird’s Specialized Asset Management (SAM) team. With an average of 21 years of asset management experience, their portfolios offer a customized, multi-asset class and discretionary solution designed for our high-net-worth clients. Portfolios combine high-quality companies with complementary asset classes using mutual funds and exchange traded funds (ETFs). These easy-to-understand solutions are customizable, tax-efficient and designed to weather tough markets.
Their team believes in establishing clear investment objectives, promoting a long-term perspective, and encouraging realistic risk and return expectations. A disciplined approach to asset allocation is critical to meeting our client’s objectives and they emphasize high quality investments across all asset classes.
With people at the forefront of our firm, you will never be just a name or a number to us.
Everyone has a story — where they’ve been and where they would like to be. Our mission is to gain a comprehensive understanding of who you are at home, as well as at the office, to create a financial plan and strategy that complements your unique identity — your values, beliefs and vision for the future.
Beyond managing your wealth, we serve to bridge the gap between your resources and the things you want out of life so you achieve maximum value out of our guidance.
Whether you’re managing student loan debt, starting a business or considering buying a house, our Financial Planning Process is tailored to your unique needs and goals as a young professional.
From optimizing your investments to developing a budgeting strategy, we can help make sure you’re covered for the next five, 10 and 20 years.
Whether you just quit your job or recently separated from your spouse, we can help you begin this new chapter with confidence.
Focus less on managing your money and more on improving your business with strategies that offer room to grow and expand.
Catered specifically to those who have recently graduated from college or just recently began working at their first full-time job, this process focuses more on short-term goals while you grow and evolve in your personal and professional life.
As a retiree, you face unique challenges and opportunities when planning ahead for your exit from the workforce. Our team is experienced in navigating these situations, always keeping your best interests in mind when creating a strategy that aligns with the vision you have for your future. Instead of a one-size-fits-all approach, we work diligently to uncover new ways to fulfill your requests and ensure your needs are secured and protected throughout your lifetime.
As a retiree, you face unique challenges and opportunities when planning ahead for your exit from the workforce. Our team is experienced in navigating these situations, always keeping your best interests in mind when creating a strategy that aligns with the vision you have for your future. Instead of a one-size-fits-all approach, we work diligently to uncover new ways to fulfill your requests and ensure your needs are secured and protected throughout your lifetime.
With experience in a wide range of industries, our team has gained extensive insight and expertise in a variety of business-related financial decisions and situations. Dedicated to proactivity (as opposed to reactivity), we’ll lend our objective advice and guidance throughout your company’s lifetime to ensure you never compromise the integrity of your products and/or services. No matter what happens, you’ll have us in your corner supporting every next step so you remain successful.
In addition to helping our clients achieve their financial goals, we value volunteering our time in the community and providing those who are less fortunate with the resources they need to live happy — and healthy — lives.
During Baird Gives Back Week 2019, we supported the charity, Food For Others. Learn more about their mission.
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The Baird Foundation supports nonprofit organizations who focus on health and human services, education, the arts and diversity.
Virginia Hospital Center Foundation’s story dates back to 1925 when five women's clubs joined together to raise $100 to start the Arlington Hospital Association. This community project went on to become a 100-bed hospital that has grown to become the Virginia Hospital Center we now have today.
Founded in 2010 to honor the memory of Yeardley Love, One Love works with young people across the country to raise awareness about the warning signs of abuse.
The Giving Circle of Hope has become a leader in local philanthropy by making vital connections, providing resources and knowledge of the nonprofit sector, engaging in advocacy, furthering education and awarding grants.
Hopecam’s mission is simple: overcome the social isolation experienced by children during their cancer treatment.
Neediest Kids provides thousands of low-income students across the Washington D.C. metro area with the basic essentials they need to get the education they deserve.
Food for Others distributes free food to people in need and provides opportunities for people to volunteer their resources.
Oceana is the world's largest international advocacy organization focusing on protecting the ocean. They aim to influence policy around the world to make the ocean a healthier place.
At the beginning of our partnership, we’ll schedule a 15- to 30-minute informal meet and greet — either in-person or by phone — to learn more about you, your background and your needs. This is a great opportunity for us to get to know one another and decide whether or not we’d be a good fit.
Next, we’ll invite you to our office where you’ll have the opportunity to meet the rest of our team. During this meeting, we’ll provide information about our services, philosophy, fees and more so you can feel confident during the decision-making process.
After that, we’ll collect any financial information you have, as well as discuss your short- and long-term goals. We’ll then provide you with some initial solutions and recommendations based upon what we feel will suit your needs best. Then, we’ll develop a game plan for our relationship moving forward.
Once we all agree on the necessary next steps, we’ll open accounts, implement our investment strategy and perform any other discussed duties. After all action items have been executed, we’ll meet at least once a year to review your progress and make any adjustments as needed.
To help us put 2021 in context and prepare us for what the new year could have in store, we sat down Strategas investment and policy analysts Jason Trennert and Dan Clifton and Baird financial planners Heather Osborn and Tim Steffen. We talk about the prospects for continued inflation, tax changes out of Washington, the 2022 midterms and much more in our 2022 Market, Policy and Planning Outlook.
Demystifing the national debt.
Inflation is a common concern for many of our clients which is why we wanted to share the video below from the Baird team. Michael Antonelli, PWM Market Strategist and Ross Mayfield, Investment Strategy Analyst share their expertise on inflation along with some planning considerations to help address any concerns you might have.
Because inflation rates can look very different for health care, education and every day expenses, breaking out your financial goals separately can be very valuable to determine how inflation rates might impact your overall financial plan.
As you and your network continue to be faced with big life decisions we know there is an interest and need for resources to help make informed choices appropriate for you.
For being clients of The Popovich Financial Group at Baird we have partnered up with InfoArmor to give you a special low price offer for identity protection. Enjoy peace of mind, financial reassurance and time saving expertise with InfoArmor’s comprehensive identity protection plan PrivacyArmor.
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Read Baird’s first blog; trader, Mike Antonelli, brightens days with unique market insights.
Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive Market Strategy complements and enhances our investment and planning solutions for you.
We have a huge appreciation for the Virginia Academy of General Dentistry association and what their doctors have achieved to give back to their community and profession. Our team is committed to helping dentists run a successful practice and give back to their employees.
Your employees retirement matters. Let us help you determine the best plan of action for your business.
As an added service our team will provide complimentary financial planning for each employee on a personal level.
Our team takes pride on managing your assets so you can focus on what is more important to you which is growing your business and spending quality time with your family. It is our fiduciary duty to work in your best interest as well as each employee.
Baird is an international wealth management, capital markets, asset management and private equity firm.
Thanks to our independent, employee-owned structure, each one of our associates worldwide shares a real stake in your success. We know from experience that the only way to help you reach your goals is to keep your best interests in mind — always.
Since 1919, we’ve been earning our clients’ trust by staying true to our mission:
To provide the best financial advice and service to our clients and be the best place to work for our associates.
While we have grown over the years to meet the evolving needs of our clients, we preserved the core values that kept us strong and stable through every market environment:
A cohesive plan of action, paired with strategic next steps, will help you — and your family — secure your future for years to come.
We look forward to joining you on your journey.
Thanks for reaching out! We’ll be in touch.
