We Work For You
Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Scott George, CRPS®, CFP®
Managing Director | Financial Advisor
315-797-1872
Scott, Managing Director at Baird, is a Chartered Retirement Plans SpecialistSM (CRPS®) and a CERTIFIED FINANCIAL PLANNERTM (CFP® Professional). He focuses on both individual wealth management and corporate retirement plan...
Jacob George
Financial Advisor
Debra Jean Heilig
Client Assistant
315-797-1872
Debra Jean joined The Scott George Group in the Fall of 2010 as a Client Assistant and assists Scott on the corporate retirement plans that he advises on. Debra Jean prepares quarterly review presentations for the corporate review...
Melissa LaBarbera
Client Associate
315-797-1872
Melissa joined Baird Utica in March 2023 to assist Scott George and his clients. She brings with her an administrative work background which makes her a perfect fit for an ever-growing position. Melissa assists with all...
What Does Your Retirement Look Like?
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
About Baird
In Baird, I have a partner with world-class resources and expertise who shares my passion for wealth management