Preston earned a degree in Accounting at the University of San Diego, then joined Baird in 2011 with seven years of financial industry experience. He focuses his efforts on retirement plans of all kinds: 401(k)s, profit-sharing plans, SIMPLE & SEP IRAs. Early on, Preston realized that even though a retirement plan is an essential part of a company’s benefits package, they are often overlooked due to time constraints. As a result, he began focusing his efforts on establishing trusted partnerships that streamline the process for both employers and plan participants.