Beau began his career in wealth management at Baird in 2014. He is a proud graduate of Wake Forest University, where he majored in English and minored in French and Film Studies. Beau also earned a Master of Arts in Education at WFU, making him a Double Deac.
Beau's focus is helping successful families navigate the challenges and complexities that accompany significant wealth. This involves planning in a number of areas, including investments, tax, legacy, and family dynamics. Often, the need for this kind of advanced planning stems from the sale of a privately-held business, an inheritance, or lucrative equity compensation. Beau takes a highly consultative approach to his practice, working closely with clients and coordinating services with subject matter experts.