Mark Gerst, Financial Advisor CFP®
Real Advice For Real People
Tailored Wealth Management
Your choice for Financial Services
Want to learn more about my practice? Explore the process, values and experience I use to help you get where you are going.
I create thoughtful financial strategies that are uniquely tailored to your needs and goals.
Quality, perspective, honesty and integrity: my core values are at the center of everything I do.
My education and industry experience have perfectly prepared me to guide you.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in the future. Through life’s ups and downs, I will always be here for you with everything you need to plan for you and your family today and tomorrow.
Everyone’s journey is unique. Your wealth management strategy should be too. As a Financial Advisor at Baird, that philosophy guides the way I work. I get to know you, learning your goals and ambitions, so that I can build a personal financial roadmap to take you where you want to go. I use the firm’s breadth of capabilities and knowledge accumulated over more than 150 years to tailor wealth strategies based on your actual needs, not a hypothetical simulation. Here, wealth management is about more than markets and returns. It’s about setting your own path, and reaching your greatest potential. Let me help you write your story.
In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, I am dedicated as ever to maintaining the highest standards of service, integrity and discretion that Baird has become known for. Through life’s ups and downs, I remain steadfast in our commitment to serving you, your family, and your future.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Director, Financial Advisor