Dobbin joined Baird in 2018 and brings over 30 years of experience in wealth management He guides the investment and portfolio management strategy for the team, while creating custom solutions for clients. Prior to Baird, he...

Cassie joined Baird in 2018 and has over 30 years of experience in wealth management. She has particular expertise in providing multigenerational and charitable planning as well as working with women. She works closely with...

Kevin joined Baird in 2018 and brings over 15 years of experience in the financial industry. Prior to Baird, he served as an Investment Associate and Financial Advisor at Morgan Stanley and held a role as a Financial Advisor...

Andrea joins Baird with 15 years of experience in the industry and over a decade serving the needs of affluent clients. Before joining Baird, she served as a Senior Financial Advisor at Wells Fargo Advisors, where she built a...

Kathy is a registered financial services representative focused on providing the highest level of support for each client’s unique needs. She has more than 25 years of management experience helping to grow technology, education...