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Thomas H

Series 66

Milwaukee, WI

Robert Baird & Co.

Thomas Hayden is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he owns interests in waterpark condominiums, which are managed by the waterpark management program. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kimberly F

CFA®, Series 63

Wexford, PA

Robert Baird & Co.

Kimberly Fleming is a CFA® charterholder with 47 years of industry experience. She currently serves as an advisor at Robert Baird & Co., joining the firm in 2022 after a 43-year tenure at Hefren Tillotson, Inc. Fleming holds board positions with the Buhl Foundation and Dollar Bank. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by home-office research and tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kristin S

Series 66

Lexington, KY

Robert Baird & Co.

Kristin Smith is a financial advisor at Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies and investment approaches including separately managed accounts and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lainey F

Series 66

Cedar Rapids, IA

Robert Baird & Co.

Lainey Ford is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Evereve, Von Maur, and the University of Iowa. Lainey is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of internal research and external manager oversight in its investment approach.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kaitlyn D

Series 66

Pittsburgh - South Hills, PA

Robert Baird & Co.

Kaitlyn Dizon is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Baird since 2022, following roles at Hefren Tillotson and FlexScreen. Outside of her advisory work, she coaches varsity girls basketball at Belle Vernon Area High School. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations using a range of portfolio management and financial planning services. The firm employs a combination of manager-traded and model-traded strategies alongside tax management and internal research tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Nick C

Series 63, Series 66

Milwaukee, WI

Robert Baird & Co.

Nick Costello is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 15 years of industry experience. He has been with Robert W. Baird since 2016 and holds Series 63 and Series 66 designations. Nick is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing internal research and technology including artificial intelligence in client advisory processes.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Stephen P

Series 63, Series 65

Evansville, IN

Robert Baird & Co.

Stephen Provost III is a financial advisor at Robert Baird & Co. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 37 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as a co-personal representative for a relative’s estate. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jane H

Series 63, Series 66

Sioux City, IA

Robert Baird & Co.

Jane Hubbard is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She has been with Robert W. Baird since 2016. Outside of her advisory role, she serves as a finance committee member at Salem Lutheran Church in Dakota City, Nebraska. Robert W. Baird & Co.’s DDK Group, where Hubbard works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager selection, and a combination of discretionary and non-discretionary strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Erin N

Series 63

Oconomowoc, WI

Robert Baird & Co.

Erin Nowakowski Lubarsky is a financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, holding a Series 63 designation and 25 years of industry experience. She has been with Robert W. Baird & Co. since 1999. Outside of her advisory role, she is involved in youth soccer coaching and community activities through the Polonia Youth Soccer Club and the Wisconsin Youth Soccer Association. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, and institutional clients. The group offers customized financial planning, portfolio management, and a variety of investment strategies tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Daniel G

Series 66

Milwaukee, WI

Robert Baird & Co.

Daniel Gundrum is a financial advisor with Robert W. Baird & Co. in Brookfield, Wisconsin, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird since 1999. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Matthew D

Series 63

Milwaukee, WI

Robert Baird & Co.

Matthew Domski is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation with 20 years of industry experience. He has been with Robert W. Baird since 2004. The DDK Group, where Domski works, is part of Robert W. Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The team provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex and non-traditional investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kim F

Series 66

Portland Maine (Id), ME

Robert Baird & Co.

Kim Fickett is a financial advisor with Robert Baird & Co. in Westbrook, ME, holding a Series 66 designation and 25 years of industry experience. He has been with Robert Baird & Co. since 2012. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with strategies spanning traditional and non-traditional investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Tyler P

Series 63, Series 65

Paducah, KY

Robert Baird & Co.

Tyler Pittman is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2020 following 13 years with Woodmen Financial Services and Woodmen of the World Life Insurance Society. Outside of his advisory role, he is the owner of Pittman Farms and serves as a co-op board member at Ballard Telephone Corporation. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm uses a variety of investment strategies, including separately managed accounts and tax-management techniques, supported by internal research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brennan S

Series 63, Series 65

Murfreesboro, TN

Robert Baird & Co.

Brennan Shea is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Baird, he worked at Jackson National Life Distributors, Exit Realty Bob Lamb & Associates, and Applied Pressure. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research including AI tools, and provides municipal advisory services alongside its broad wealth management offerings.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Zachary S

Series 66

Milwaukee, WI

Robert Baird & Co.

Zachary Schneck is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at Deloitte for three years. Schneck began his career after completing five years at UW-Madison. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jolene M

Series 63, Series 65, Series 66

Raleigh, NC

Robert Baird & Co.

Jolene Miles is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Skylar H

Series 66

Grand Rapids, MI

Robert Baird & Co.

Skylar Howard is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2021. Outside of his advisory role, Howard is employed part-time at JAM Sports and has a weekend dog-walking job. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pension plans, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Alexander D

Series 66

Louisville, KY

Robert Baird & Co.

Alexander Deitz is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 credential and has prior work experience at the University of Kentucky, the Federal Deposit Insurance Corporation, and various corporate and educational institutions. Outside of advising, he has been involved with John's Run/Walk Shop. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Donna R

Series 63

Louisville, KY

Robert Baird & Co.

Donna Resch is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and over 41 years of experience in the industry. Prior to joining Baird in 2019, she spent 30 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of her advisory work, she serves as Board President of The Culbertson Home for Old Ladies. She is part of The DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, business clients, pensions, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, manager selection and monitoring, and tax-management capabilities to support client objectives.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Abigail M

Series 66

Edina, MN

Robert Baird & Co.

Abigail Mc Clay is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked in photography and various service roles before joining Baird in 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with support from internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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