Client Centered
At Baird, we are deeply passionate about our clients and their satisfaction. We have been building our reputation on trust, quality and genuine care for the people we serve for decades. We believe that success isn't just about delivering exceptional work and service...it is also about building lasting relationships and ensuring our clients feel valued every step of the way.
Gary Foose, CPWA®, RMA®
Director
713-973-3850
Gary has invested over 40 years establishing a philosophy, instituting a planned strategy and perfecting a “L.I.V.E.” process for his clients. Gary started his career in 1981 with the majority of the time representing A.G. Edwards and became a part of the Baird family in 2014. Gary achieved a Bachelor of Science degree majoring in Finance from The University of Tennessee.
He currently holds Series 7, 63 and 8 licenses, and successfully completed education programs becoming a Certified Private Wealth Advisor, as well as a Retirement Management Advisor.
Gary also has served as an industry arbitrator with FINRA (Financial Industry Regulatory Authority) since 2004.
Gary recruited his son, Harrison to work with him as a Client Assistant which he has done for over 10 years. Harrison has been a tremendous asset.
Harrison Foose
Client Assistant
713-973-3850
Harrison has been working alongside his father for over a decade, gaining valuable experience and expertise in this field. He approaches life much like he does his job, with enthusiasm and dedication. His strong work ethic, passion, and compassion makes him a reliable, valuable and trusted professional.
Harrison graduated from Sam Houston with a Business Management degree.
He also enjoy watching sports and movies with his friends, as well as, spending time with his lovely girlfriend (Sydney) and their crazy little doodle (Beau).
Our Expertise
CERTIFIED PRIVATE WEALTH ADVISOR®
CPWA® or CERTIFIED PRIVATE WEALTH ADVISOR® is an advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
RETIREMENT MANAGEMENT ADVISOR®
The RMA® is an advanced certification that focuses on building custom retirement income plans to mitigate clients’ risks and to master the retirement planning advisory process, all within the ever-changing regulatory environment. Retirement planning and management is often at the center of our client conversations. This designation demonstrates our elevated layer of service.