Private Wealth Management
FOCUS AND EXPERIENCE:
June has worked in the financial services industry for more than 20 years and joined Baird in 2007. Over the years, June has guided her clients through turbulent markets, by developing comprehensive financial plans and sound investment strategies. Her approach is not just about numbers, it’s instilling a sense of calm and confidence in her clients. June often collaborates with clients’ tax professionals and trust attorneys, ensuring a cohesive plan is in place for her clients.
BACKGROUND & CREDENTIALS:
June earned a Bachelor of Science in Business with a concentration in Finance. This has been instrumental in her ability to provide informed and effective financial advice. She values being a trusted partner to her clients and is committed to an educational approach. She shares her knowledge to empower her clients to better understand major market shifts and instills confidence to navigate through them. She is also a proud Iraqi War Veteran, having served overseas in the Army from April 2003 to March 2004.
OUTSIDE THE OFFICE:
Community involvement is part of the Baird culture—we are encouraged to maintain a balance between home, community, and work. June always looks to get involved with her community and is looking forward to finding new organization in the Phoenix area where she can make an impact. June and her husband Nolan, currently reside in Phoenix with their son Landon, and twins Dominic and Autumn.
Recognitions
June has recently received recognitions for the following:
- Forbes Top Women Wealth Advisor Best-in-State
- 2026, 2025, 2024, 2023
- Conducted by Shook Research published 2/4/26, rankings based on data as of 6/30/25, published 2/11/25, rankings based on data as of 9/30/24, published on 2/8/24 rankings based on data as of 9/30/23, published on 2/2/23 rankings based on data as of 9/30/22.
- Forbes Best-In-State Wealth Advisor
- 2025, 2024, 2023, 2022
- Conducted by Shook Research, published 4/8/25, rankings based on data as of 6/30/24; published on 4/3/24, rankings based on data as of 6/30/23; 4/4/23 based on data as of 6/30/22; 4/7/22 based on data as of 6/30/21.
- Forbes | SHOOK Research Best-in-State Wealth Management Teams
- 2026
- FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.
- Financial Planning Magazine Top 40 Regional Broker Under 40
- 2022
- Published 2/2/22, rankings based on trailing 12-month production and assets under management as of 9/30/21.
- In Business magazine 40 Under 40
- 2022
- Conducted by In Business editorial team, published in March 2022 edition with no ranking.
- Working Mother magazine Top Wealth Advisor Moms
- 2021, 2020
- Conducted by Shook Research and published annually September through October. Rankings as of 3/31/20 and 3/31/21, respectively.
- Forbes Top Next-Gen Advisors
- 2020
- Published on 7/22/20 based on data as of 3/31/20.
Why Baird?
June is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for over 100 years. Nationally recognized as a great place to work, Baird attracts the industry's best and brightest. And employee ownership gives all of us a personal stake in our clients' success. It's a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.