Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Mark Baird is a graduate of Purdue University where he obtained a Bachelor of Science degree in Land Surveying from the school of Engineering. He later obtained a Master of Business Administration (MBA) from Houston Baptist University. After graduating from Purdue and moving to Houston, Texas, Mark worked in the engineering department of a large energy company now known as NRG Energy. During his career at the company, he held several different leadership roles including the Director of Employee Benefits where he was in charge of the company’s 401k plans, stock plans, pension plans, and all health...
Joseph Del Principe (CRD# 6469264) is the Founder of the Independent Investment Advisory Firm Del Principe | O’Brien Financial Advisors, LLC (D|O). D|O provides investment advisory, financial planning, and portfolio design services to private individuals, high net worth individuals, not-for-profit entities, pension trusts, trusts, estates, charitable organizations, and business entities utilizing separate accounts. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Del Principe | O’Brien Financial Advisors is a limited liability...
Brenda Baier (CRD# 2899458) is an Investment Advisor Representative working at Shoreline Asset Management, LLC in New Castle, IN and has over 19 years of experience in the finance industry. Brenda Baier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.