Theresa is a CERTIFIED FINANCIAL PLANNER™ professional and Managing Director at Baird. Throughout her career, she has successfully helped individuals, families, and businesses navigate financial challenges while achieving their financial objectives.  Regardless of your current financial needs, Theresa and her dedicated team are committed to helping you build a financial plan that specifically fits you.

Theresa received her B.S. Degree in Finance from Siena College, and her M.S. Degree in Business from SUNY IT. She is Series 7, 63 & 65 registered and licensed for Life, Health, and Long-Term Care.  Her customized, client-specific, and dedicated approach to all aspects of financial planning promotes long-standing relationships.

As a Mohawk Valley native, Theresa firmly believes in giving back to her community. Most recently, she was a member of the AHA Utica Advisory Board and was their Director of Registration for America’s Greatest Heart Run & Walk for many years. She served on several boards including Stevens-Swan Humane Society and the Utica Curling Club.  Her community sponsorships include Go Red for Women, MVHS Prohibition Night, AHA Executive Challenge, CycleNation, the Monopoly^® City of Utica Game for the Abraham House, as well as several events for the Neighborhood Center and Utica Zoo.

She ceaselessly strives to live by the words her parents taught: “treat people with integrity, honesty and respect” … and provide exceptional service while working with you through life’s financial journey!

Theresa was named to Forbes:
Best-In-State Women Wealth Advisors 2022
Best-In-State Wealth Advisors 2022, 2021 & 2020
America’s Top Women Wealth Advisors 2020 & 2021

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and federally registered CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP^® Board's initial and ongoing certification requirement.

Alec is the newest member of the Flemma Group. His career began at Baird in 2023 as an intern, where he assisted the team with day-to-day operational tasks to gain a firm foundational understanding of the industry before becoming a full-time Client Assistant. Alec has obtained the FINRA SIE designation and is working towards completing his remaining licensing exams. His responsibilities include handling client communications, fulfilling client requests, and providing comprehensive internal support to the team.

Outside the office, Alec enjoys racing with his family through the Oneida Lake Sailing Club and spends his winters skiing the Northeast.

We are sure that Alec’s work ethic, professionalism, and authenticity will make him a valuable addition to our team.

With over a decade of experience in various administrative positions, Jessica offers leadership, vision, and knowledge to our team.  Since joining Baird, she has provided comprehensive and confidential administrative support.  Jessica’s resilience, adaptability, keen awareness, and the ability to remain professional under pressure gives her the necessary skills you would want from a team.

In addition, her professionalism and desire to provide unparalleled service to the clients she serves makes her a valuable “asset” to your team. 

Outside of the office, Jessica participates in a field hockey league and enjoys spending time on her boat with her husband and two children.

Jessica’s outgoing personality, work ethic, and ability to collaborate with all individuals, classifies her as a vital member of your team.  She is a catalyst for progress and our goal of working with you through life’s financial journey!

Mike comes to us with an eclectic background from his diverse work experience that makes him uniquely qualified for this position.

We are confident that you will enjoy working with Mike, because of his professionalism, attention to detail, welcoming demeanor, and adaptability to our ever-changing financial industry.

In addition, Mike performs a variety of highly responsible, confidential, and complex administrative duties. His ability to prioritize, use of sound judgment, and his effective communication skills, allow him to help us build a mutual relationship between our team and you, our client.

He exemplifies our team approach, which is to treat people with integrity, honesty, and respect; and strives to provide exceptional service while working with you through life’s financial journey!