Jason Topi is the Managing Director and lead financial advisor of the Topi Group at Baird, where they have been since the firm acquired M. Griffith Investment Services in 2018. With over ten years of experience in financial services, Jason has specialized in providing comprehensive financial solutions to professionals and small businesses. Jason holds a Bachelor's degree in Political Science from Hamilton College and is currently pursuing a Chartered Retirement Planning Counselor designation at the College for Financial Planning. They are Series 7 & 66 registered and hold various licenses in financial planning and insurance. Jason also actively consults for several not-for-profit organizations and resides in Clinton with their spouse, Sharon, and their five children.
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