I am a veteran in the industry with more than 40 years of experience, and no intent of retirement! My unique set of skills comes from years of working with families and businesses over market and economic cycles, and by coordinating a more complete financial picture beyond just investments. When looking for advice, this practical wisdom adds value and confidence.

I am proud to say I have most recently been recognized with the following titles and awards:

• Managing Director - The title of Managing Director is reserved for the most successful Financial Advisors who consistently demonstrate the highest standards with regard to production, compliance, Baird citizenship, leadership and overall contribution to the firm and community.
• Certified Private Wealth Advisor^® (CPWA^®) - This is an advanced professional certification that offers the most advanced knowledge and techniques to address the sophisticated needs of high-net worth individuals, families, and business owners.
• Five Star Wealth Manager for 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 as a wealth manager who satisfies their 10 objective and evaluation process. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 96 percent.
• 2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams
• 2025 FORBES Top Women Wealth Advisor Best-In-State

A graduate of Texas Tech University, with a Bachelor of Business Administration in Finance, I also attended the Renaissance Charitable Giving Institute in Carmel, IN to better assist individuals and nonprofit organizations with estate and charitable giving.

I have been married to my husband, Armand, for 32 years. We have two married children, and are soon to be grandparents for the second time!

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CA Insurance License Number: 0D07805. Resident State: AZ

Investments & Wealth Institute^® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for Wealth Advisors.

2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.

2025 FORBES Top Women Wealth Advisor Best-In-State published on 2/11/25. Rankings based on data as of September 30, 2024.

This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2431 Phoenix-area wealth managers were considered for the award; 101 (4% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,286, 97, 4%, 9/1/23, 12/12/22 - 6/30/23; 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13. 

Monica joined The Doche Group in 2024 but has been at Baird since 2021 as a Client Specialist with another high performing advisor team. Having always worked in financial services, she started at Charles Schwab where she was a Brokerage Specialist in their Stock Plan Services Department. In this role, she provided exceptional customer service to employees of large companies who receive equity compensation from their employer. Monica holds her FINRA Series 7 and Series 66 licenses, and is currently working toward her CFP® designation. With this background, she is able to assist clients in the creation of comprehensive wealth management strategies and with an effortless client-centric approach, she aims to create the best client experience possible. Monica graduated from W. P. Carey School of Business at Arizona State University in 2019 with a BA in Corporate Accounting.

Monica is a member of Baird's Paired Associate Liaisons (PALs), a “buddy program” created through our PWM Advisory Implementation Council (AIC) for diverse new hires. PALs is intended to enhance the onboarding experience for diverse associates, ultimately resulting in increased engagement, satisfaction, and retention. Out of the office, Monica enjoys travel, more than most, and has visited six continents and has plans to travel to Antarctica in the near future. She also is a huge "foodie", trying new foods and restaurants is her favorite pastime on the weekends. Monica's dedication to the community, drive to stay active, and keep positivity at the office enables her to be an asset to Baird and the greater City of Scottsdale.

Brad is a Wealth Planner at Baird, having recently joined the firm in late 2022. A behaviorist at heart, Brad’s focus as a planner has always been directed towards coaching fundamentally smart investing behavior. He is guided in this endeavor by a sincere belief that every individual has the power to make sound financial decisions and exercise great judgment in any of life’s many financial pursuits.

Stewarding clients through obstacles and opportunities requires sharing technical expertise but also demonstrating compassion for how others think and feel about their goals, needs, and circumstances. Through active listening and valuing the perspective of others, Brad has been able to show countless investors how to employ simple methods to improve how they accomplish their goals. 

Brad has over 25 years of experience in the financial services industry. He earned his B.A. in Psychology from Long Island University and completed his financial planning coursework at the University of Portland, earning his CFP® designation in 2011. He earned his Certified Wealth Strategist® from the Cannon Financial Institute in 2019. Brad has spent the last 18 years coaching financial professionals across the Western US to develop deeper relationships with their clients through comprehensive financial planning.

Brad and his wife, Michelle, reside in beautiful Golden, Colorado. Both are active outdoor enthusiasts and hikers, having travelled extensively across the Western United States, Canada, Europe, and Africa to hike and trek. Brad is also an avid backcountry skier. They have been proud owners of English Bulldogs for many years. Their current bulldog, Edgar, is the apple of their eye.

Eric joined Robert W. Baird & Co. in 2021 as a Tax Strategist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan investments. Throughout his career in tax, investment and corporate finance capacities, Eric helped develop and structure sophisticated financial solutions to meet the unique goals of individuals and institutions. Eric graduated from the University of Washington with a Bachelor of Arts degree in Business Administration and also holds a Masters of Science in Taxation from Golden Gate University in San Francisco, CA. He also holds CPA, CFP® and CPWA® designations as well as a Life Insurance and Disability license in the State of Washington.