Mario Perez joined Baird as a Financial Advisor in 2020, bringing with him a wealth of experience in the financial industry. He excels in advanced planning, asset allocation, investment consulting, and life insurance, providing comprehensive wealth management solutions for multiple generations. Mario firmly believes that having a financial plan is an essential pillar of wealth management. Every conversation starts with the foundational step of creating a financial plan. His meticulous balance sheet analysis informs the bespoke financial plans he crafts for each unique client. As the quarterback of his clients' financial strategies, he collaborates with attorneys, CPAs, and other experts to deliver holistic advice.

**Commitment to Community and Future Generations**

Mario's financial career began at Wells Fargo as a banker in 2007, where he discovered his passion for the industry. By June 2011, his enthusiasm for investing had propelled him to become a Financial Advisor at Wells Fargo. Recognized nationally by Forbes as one of the Best in State NextGen Advisors for 2019/2020, Mario has significantly impacted his clients and peers. Beyond his professional success, he is deeply committed to mentoring and guiding future generations within the financial industry and his community.

**Rooted in Traditional Values**

Mario resides in Elk Grove with his wife, Kelly, and their three children. Outside of work, he cherishes spending time with his family, traveling, and embracing his role as a father. While his dedication to his clients and attention to detail are well-recognized, it is his kindness and commitment to family that truly define him.

**Why Baird?**

At Baird, we take pride in being different from most financial services firms. As a privately held, employee-owned company, we prioritize our clients' best interests over short-term shareholder expectations. Since our founding in 1919, our culture has been built on the principle that clients always come first. Our deep understanding of our clients and their priorities has taught us that our business is about trust, partnership, shared values, and creating better futures. This ethos brings out our best efforts for our clients, colleagues, and communities.

Bailey Ann Olson is a Client Assistant at Baird who supports Mario Perez and Mia Hershiser by managing client documents, requests, administrative tasks, and maintaining client records, all in a timely manner. With four years of experience in construction, Bailey holds a high school diploma earned in 2022, graduating with honors and a 4.02 GPA. Bailey is currently studying for the SIE and is working towards her Series 7 license. Bailey enjoys reading, spending time near water, and being with family, and lives by the personal motto from Isaiah 43:19, “Never lose hope. Just when you think it’s over, God will make a way for you.”