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Hefren-Tillotson Legacy

A Powerful Combination

A Powerful Combination

When thinking about the future for our clients and the legacy of our family and employee-owned business and name, we cannot imagine a better partner than Baird.

- Kim Tillotson Fleming

Guided by the Same Core Principles

Mission

To become and remain our clients' most trusted advisor

Vision

To deliver an unrivaled combination of successful wealth management solutions and exceptional client service

Values

Deep respect for the individual

Integrity in thought and action

Teamwork in a family-oriented culture

Relentless commitment to excellence

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