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About Me

Catherine Callard

Vice President, Financial Advisor

(614) 505-7081


Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in the future. That’s why I’m an advisor for Baird. 

My primary business focus is on providing personal CFO services to medical professionals and business owners. I deliver exceptional service and comprehensive, action-oriented planning to help clients build, preserve, and distribute wealth. Work with clients to clarify their goals, prioritize their objectives, and make their financial lives easier. I am fiercely client centric.

I have been involved in the Wealth Management Business for 18 years and have a Bachelor of Arts in International Studies with Spanish and Latin American Studies Minors from Miami University which enables me to bring a unique perspective to my clients. I also played collegiate Lacrosse and Field Hockey.

Want to learn more about my practice? Explore the process, values and experience I use to help you get where you are going. My mission is to help guide and support you in order to achieve your dreams.

This is your story.

I can help you write it.