About Us
As a team, we are dedicated to serving the unique needs of each of our clients and are committed to providing the highest level of personalized service. Our practice is built on the shared values of honesty, integrity and genuine concern for our clients.
Robert K. (Dobbin) McCrea, Jr.
Family Wealth Advisor
Overview 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...
Read more
Cassidy McCrea Burns, CFP®
Family Wealth Advisor
Overview 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...
Read more
Kevin A. Rollwagen
Family Wealth Advisor
Overview 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...
Read more
