The Baier, Ormsby & Porto Wealth Management Group of Woodstock Financial
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Meet Our Team
Larry Baier, CFP
Managing Principal
Phone: 815.687.0206
Email: lawrence.baier@wfafinet.com
Experience
Larry began his career in the financial services industry working on the floor of the Chicago Board Options Exchange. After 17 years as an options trader, Larry joined A.G. Edwards (predecessor of Wells Fargo Advisors) as a financial advisor. In 2022, Larry and his team moved from the Wells Fargo Advisors Private Client Group to the Wells Fargo
Education & Credentials
• Wells Fargo Advisors Platinum Council* (2010-2022) • Bachelor of Science (Finance) Northeastern Illinois University • MBA (Investment Management) DePaul University Kellstadt Graduate School of Business • CERTIFIED FINANCIAL PLANNER™ Certification • College for Financial Planning • Series 3, 7, 9, 10 & 66 Registered • Insurance Licensed – IL, WI & CA Insurance License #4204638 (IL Resident)
Mission
Since 2002, Larry has helped his clients address their financial concerns and developed strategies focusing on specific needs. Believing that it takes hard work, planning, and consistency to succeed in business and life, Larry utilizes his experience, and his strategic planning skills, to help his clients prepare for life’s transitions, challenges, and opportunities. The ultimate reward for a job well done is when his clients introduce Larry to friends and family.
Outside Interests
With his wife, Julie, Larry likes to stay active enjoying outdoor sports, traveling, or spending time with their granddaughters, Emma & Madelyn. Larry and his family also enjoy spending as much time as possible at the family summer home in Minnesota. The cabin has been in his family for decades, and it is there that Larry’s grandparents spent their honeymoon! When not spending time with his family, Larry likes to work out, play golf with his three childhood friends, and go boating and snowmobiling. Giving back to his community is also important. Larry is a board member on the local school district’s educational foundation. The foundation helps fund projects the school district otherwise cannot. Larry also volunteers his time at the local high school teaching students about finances and money management.
* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network.
Larry began his career in the financial services industry working on the floor of the Chicago Board Options Exchange. After 17 years as an options trader, Larry joined A.G. Edwards (predecessor of Wells Fargo Advisors) as a financial advisor. In 2022, Larry and his team moved from the Wells Fargo Advisors Private Client Group to the Wells Fargo
Education & Credentials
• Wells Fargo Advisors Platinum Council* (2010-2022) • Bachelor of Science (Finance) Northeastern Illinois University • MBA (Investment Management) DePaul University Kellstadt Graduate School of Business • CERTIFIED FINANCIAL PLANNER™ Certification • College for Financial Planning • Series 3, 7, 9, 10 & 66 Registered • Insurance Licensed – IL, WI & CA Insurance License #4204638 (IL Resident)
Mission
Since 2002, Larry has helped his clients address their financial concerns and developed strategies focusing on specific needs. Believing that it takes hard work, planning, and consistency to succeed in business and life, Larry utilizes his experience, and his strategic planning skills, to help his clients prepare for life’s transitions, challenges, and opportunities. The ultimate reward for a job well done is when his clients introduce Larry to friends and family.
Outside Interests
With his wife, Julie, Larry likes to stay active enjoying outdoor sports, traveling, or spending time with their granddaughters, Emma & Madelyn. Larry and his family also enjoy spending as much time as possible at the family summer home in Minnesota. The cabin has been in his family for decades, and it is there that Larry’s grandparents spent their honeymoon! When not spending time with his family, Larry likes to work out, play golf with his three childhood friends, and go boating and snowmobiling. Giving back to his community is also important. Larry is a board member on the local school district’s educational foundation. The foundation helps fund projects the school district otherwise cannot. Larry also volunteers his time at the local high school teaching students about finances and money management.
* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network.
Travis Ormsby, CFP
Senior Financial Advisor
Phone: 815.687.0205
Email: travis.ormsby@wfafinet.com
Experience
A graduate of Drake University with a Bachelor’s degree in Business and Public Administration with a focus in Entrepreneurial Management & Finance, Travis joined Wells Fargo Advisors in Woodstock, IL. Travis brings education, advanced training, and a dedication to professional development to deliver value to clients.
Travis comes from a long line of entrepreneurs and both his Mom and Dad own small businesses in the area. With the spirit of Entrepreneurship running through his veins, Travis brings with him a passion for helping people succeed in every aspect of their lives.
Education & Credentials
· CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
· Bachelor in Business and Public Administration
· Series 7 & 66 Registered
Outside Interests
Outside of work, Travis enjoys reading, spending time with family, staying active, and taking weekend trips with friends. Giving back to the community is very important to Travis. In school, his Fraternity led two charitable events a year. One raises money for the Huntsman Cancer Foundation, and the other has helped build multiple High Schools in Belize and provided the necessary resources to help kids rise out of poverty.
A graduate of Drake University with a Bachelor’s degree in Business and Public Administration with a focus in Entrepreneurial Management & Finance, Travis joined Wells Fargo Advisors in Woodstock, IL. Travis brings education, advanced training, and a dedication to professional development to deliver value to clients.
Travis comes from a long line of entrepreneurs and both his Mom and Dad own small businesses in the area. With the spirit of Entrepreneurship running through his veins, Travis brings with him a passion for helping people succeed in every aspect of their lives.
Education & Credentials
· CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
· Bachelor in Business and Public Administration
· Series 7 & 66 Registered
Outside Interests
Outside of work, Travis enjoys reading, spending time with family, staying active, and taking weekend trips with friends. Giving back to the community is very important to Travis. In school, his Fraternity led two charitable events a year. One raises money for the Huntsman Cancer Foundation, and the other has helped build multiple High Schools in Belize and provided the necessary resources to help kids rise out of poverty.
Louise Porto
Senior Financial Advisor
Phone: 815.687.0208
Email: louise.porto@wfafinet.com
Experience
Louise began her career in the financial services industry in 1987 working with a national bank. She became a registered Financial Advisor in 1997 and continued to work within the banking industry as an Advisor. She joined Wells Fargo Advisors in 2013 as a Registered Client Associate and is now a Senior Financial Advisor. Since 1987, Louise has been helping her clients address their financial concerns by developing and implementing strategies that are specific to and focused on her clients’ specific needs.
As a Senior Financial Advisor, Louise is committed to building long lasting relationships based on trust and sound professional advice. Through her energy, passion, and dedication, Louise is committed to providing premier services to her clients to ensure that her client’s needs are being met.
Education & Credentials
- Bachelor of Science (Business Management) University of San Francisco
- Master of Arts (Adult Education & Training) University of Phoenix
- Series 7, 63 & 65 Registered
- Insurance Licensed – IL, WI & CA Insurance Lic# 1978424 (IL resident)
Outside Interests
While away from work, Louise likes to spend time with her family and close friends. She loves to cook and has been known to have friendly competitive cook-offs with her family members. She loves to work out, swim, and garden.
Giving back to the community is very important to Louise. She volunteers at The Boys and Girls Club of America and her church donation resale center. She has a passion for animals and works with the Helping Paws Animal Shelter – where she met and adopted her yellow lab, Sadie. Sadie is now part of the family and has a heart of gold.
Louise began her career in the financial services industry in 1987 working with a national bank. She became a registered Financial Advisor in 1997 and continued to work within the banking industry as an Advisor. She joined Wells Fargo Advisors in 2013 as a Registered Client Associate and is now a Senior Financial Advisor. Since 1987, Louise has been helping her clients address their financial concerns by developing and implementing strategies that are specific to and focused on her clients’ specific needs.
As a Senior Financial Advisor, Louise is committed to building long lasting relationships based on trust and sound professional advice. Through her energy, passion, and dedication, Louise is committed to providing premier services to her clients to ensure that her client’s needs are being met.
Education & Credentials
- Bachelor of Science (Business Management) University of San Francisco
- Master of Arts (Adult Education & Training) University of Phoenix
- Series 7, 63 & 65 Registered
- Insurance Licensed – IL, WI & CA Insurance Lic# 1978424 (IL resident)
Outside Interests
While away from work, Louise likes to spend time with her family and close friends. She loves to cook and has been known to have friendly competitive cook-offs with her family members. She loves to work out, swim, and garden.
Giving back to the community is very important to Louise. She volunteers at The Boys and Girls Club of America and her church donation resale center. She has a passion for animals and works with the Helping Paws Animal Shelter – where she met and adopted her yellow lab, Sadie. Sadie is now part of the family and has a heart of gold.
