Our team is proud to announce that Ron Farley and Tim Forster have been recognized as Best In State Wealth Advisors in Wisconsin by FORBES for the fifth year in a row! This also makes the Farley Forster Herbenson Group the only wealth management team in the Chippewa Valley to have multiple advisors on the list.
We were finally able to host our recycling and shredding Earth Day event this year, after planning and then subsequently canceling the event in 2020 due to Covid. With the help of First Choice Recycling and Iron Mountain, we were able to shred over 6,000 lbs of paper and dispose of over 2,500 lbs of electronics for our clients! We're looking into making this a regularly held event.
Our office recently adopted a section of road along Highway 12/Clairemont Avenue in Eau Claire! We'll send a crew out three times a year to pick up debris and help keep our community clean. We certainly don't mind getting out of the office for some fresh air!
This year, our office was able to volunteer at two locations. Beaver Creek Reserve in Eau Claire County offers 400 acres of diverse habitats for families to explore. There are nearly 9 miles of hiking trails and many activities and camps for adults and children. We were able to help the Reserve with landscaping during our time there.
The Habitat for Humanity ReStore sells gently used building materials, appliances, furniture and household goods that have been donated by individuals and businesses in the community. All of the funds raised provide direct support to support the Chippewa Valley Habitat for Humanity to build homes. Our volunteers helped organize donations.
We are pleased to announce that Ron Farley and Tim Forster have again been named to the FORBES Best In State Wealth Advisor list for 2019. Their commitment to Baird's client-first philosophy, teamwork and service earned them this best-in-class recognition.
Each year in May, Baird encourages its associates to volunteer at a local charity during Baird Gives Back Week. This year, our office donated our $2,500 Branch of the Year winnings and our time to Trinity Equestrian Center in Eau Claire. We helped clean stables, pick rocks, and prepare the center for a national therapy training they hosted that weekend.
Trinity is a wonderful place of opportunity and therapy for youths and teens, veterans, organizations and horse lovers, and we were thrilled to be able to help their community.
Here's what Erik Dahlberg, Executive Director of PWM, had to say about our branch: "In addition to the fact that the office is full of great networkers and associates who are active in their communities, there is a healthy competitive spirit in that office. They're a group who seems to always rise to challenges."
It is our pleasure to announce that Ron Farley and Tim Forster have been named to the FORBES Best In State Wealth Advisor list for 2018. Their commitment to Baird's client-first philosophy, teamwork and service earned them this best-in-class recognition. Please join us in congratulating them and the entire team on this tremendous achievement!
We're honored to be named for the 15th consecutive year on Fortune's 2018 list of the 100 Best Companies to Work For, an annual ranking of the top U.S. workplaces based on employee feedback and workplace attributes. Baird's long-standing recognition as one of FORTUNE Magazine's 100 Best Companies to Work For® is important because being a great place to work helps Baird retain and attract the most talented associates. That talent is put to work to provide our clients the best service and advice every day!
Each year, Baird associates are allocated volunteer hours and in 2017, the Eau Claire office chose to work with Joshua’s Camp. This organization serves families that have a child 17 years of age or younger being treated for cancer – free of charge! Events include playing at Action City and Chaos Water Park at the Metropolis Resort and horseback riding at Trinity Equestrian Center.
Our office was able to donate $2,500 to Joshua's Camp, which we raised by being Baird's Small Branch of the Year for the third year in a row! Our office loves working with the families at Camp and we look forward to our continued partnership!
Going hand in hand with Baird's recent appointment to Fortune's 100 Best Companies to Work For, People also recognized Baird's commitment to its business ethics and home-life balance.
Here's what Divisional Director Jarrett Kovics had to say about Eau Claire:
"They've done a great job at becoming visible supporters of some very positive community projects and organizations. But beyond their community involvement, they have also built a reputation as a business with excellent customer service. At Baird, one of our signature focuses is serving clients' needs, and they're one of the best in this area. It's one of the primary reasons for their continued success."
On January 23, 2017, the Eau Claire Baird team officially moved into our brand new building just next door to our previous location. We've worked through the inevitable hiccups that come with a move and are getting settled into our new space. We are very excited about this expansion and our ability to serve you better! Stay tuned for our Open House announcement!
We recently celebrated our branch's groundbreaking for our new office with the Eau Claire Chamber of Commerce and various members of Market & Johnson, Larson Companies, Commonweal and Ayres Associates. We're excited to be expanding to better serve our clients! Construction has begun on the new building right next door to our current location and should be completed by the end of the year.
Here’s what Baird’s Private Wealth Management Professional Development Director had to say about our branch:
“Eau Claire has leveraged a unique strategy that is paying dividends for them and helped them earn this 2015 Branch of the Year Award – the second year in a row they’ve been awarded this honor."
“They’ve adopted a strategy of reducing the number of relationships they work with for years now, and it’s paying off,” explained Steve Stroker, Director, PWM Professional Development. “It gives them the flexibility to provide that comprehensive wealth management approach that our clients desire.”
“Ron has been able to attract and retain high-level Financial Advisors who all understand the wealth management approach. They’ve adopted coaching. They understand what works, what our clients are looking for, and they’re employing it extremely effectively.”
Much of the success Ron and the branch have had can be attributed to the culture Ron has cultivated, along with how well he relates to his fellow associates.
“Ron has excelled in creating an environment in the office for the staff and team that fosters success; it’s a team-oriented environment,” Steve said. “Being empathetic, sensitive, listening and having a stellar reputation within the community – these are reasons why Ron has done such a fantastic job in Eau Claire.”
In early 2016, Forster was recognized on this prestigious list of top financial advisors, which is comprised of firms from across the country and compiled by the financial magazine, On Wall Street. Forster says he focuses on customization and in-depth planning with clients, tools that other advisors may not use. He prides himself on delivering superior service tailored to each client’s goals and circumstances.
To read more about Forster’s recognition, visit On Wall Street’s website!
For a week in May, Baird associates all around the country donate their time to volunteer in their local communities. Our Eau Claire office chose to work with the Chippewa Valley Boys & Girls Club, who was in the process of packing and moving to a larger location. 80% of our team spent 24 hours cleaning, packing and helping this great cause in their relocation efforts.
Our office was also able to donate $2,500 to the organization, funds from which were earned by receiving Baird’s Small Branch of the Year Award. We encourage you to check out the Boys & Girls Club new space—it’s an awesome environment for the youth of our community!