Member Profile

About Us

Baird has been helping generations of families grow, protect, and manage wealth since 1919 and has been serving Franklin since 1974. The 3C Group continues that proud tradition by offering comprehensive wealth management services and customized advice.

The 3C Group is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values brought the team together at Baird and remain central to their ability to earn quality client partnerships and maintain the high standards that are Baird traditions and culture.

The 3C Group has seven dedicated advisors to serve their clients: Loren Snyder CFP©, Chase Schletzer AAMS©, Dusty Heuchan, Vadim Morozov, Alyce Zollman CPWA© AAMS© , Colleen Curry, and Daniel Matthews CPWA© AAMS©.

“Be a Great Teammate: To our Clients, Colleagues and Community!”