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Daniel K

Series 63, Series 65

Holland - Downtown, MI

Robert Baird & Co.

Daniel Kempker is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 designations and has 40 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 25 years before joining Robert Baird & Co. in 2019. Outside of his advisory work, he is a partner in HL Partners. Kempker is part of The DDK Group within Robert W. Baird & Co.’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, separately managed account programs, and custody and brokerage services, supported by internal research and technology such as artificial intelligence.

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

Series 63, Series 65

Sedona, AZ

Robert Baird & Co.

Irving Mindes is a financial advisor with Robert W. Baird & Co. in Sedona, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an owner and member of a non-investment related LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches, including discretionary and non-discretionary options, with additional municipal advisory and public finance services.

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

CFP®, Series 63

Nashville, TN

Robert Baird & Co.

Alec Mono is a CFP®-certified financial advisor at Robert Baird & Co. in Nashville, TN, with two years of industry experience. Prior to joining Baird in 2025, he worked at UBS Financial Services and The Investment Counsel Company. Outside of his advisory role, he coaches youth hockey at the Las Vegas Ice Center. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations using a variety of portfolio management strategies and financial planning services.

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

Series 66

Naples, FL

Robert Baird & Co.

Paul Donnelly is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management 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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Christopher H

Series 66

Scottsdale, AZ

Robert Baird & Co.

Christopher Hisle is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, with 13 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2013. Outside of his advisory role, Hisle operates a woodworking business, Scottsdale Design Co., where he builds furniture primarily for personal use and occasionally for friends and family. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, serving individuals, corporate clients, pensions, 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 advanced investment management tools.

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

Series 63, Series 65

Akron, OH

Robert Baird & Co.

Douglas Crandall is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he is an investor and member of an LLC for a local business called What's the Scoop?. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing manager-traded and model-traded strategies, tax-management, and unified fee arrangements.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ashley L

Series 66

Denver, CO

Robert Baird & Co.

Ashley Leibfried is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Ernst & Young. She 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 financial planning, portfolio management, and a range of 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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Kimberly D

Series 66

Tucson, AZ

Robert Baird & Co.

Kimberly Didra is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2018. Prior to this, she worked at Cartel Coffee Lab from 2012 to 2018 and had brief roles with Midtown Artisans and Extended Travel in 2018. Kimberly 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 variety of financial planning and portfolio management services, leveraging 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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Darrell R

Series 63, Series 65

Fairfax, VA

Robert Baird & Co.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael V

CFP®, Series 63, Series 66

Cincinnati, OH

Robert Baird & Co.

Michael Vassar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Bartlett Wealth Management and Charles Schwab. Outside of his advisory role, he is involved in a family ice cream startup as a member and manager for estate purposes. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlays to meet client goals and risk tolerances.

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

Series 66

Houston - Memorial City, TX

Robert Baird & Co.

Nathan Cook is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He has been with Robert W. Baird since 2015 and holds a Series 66 designation. Outside of his advisory role, he is an author involved in Bible study content through Leader Treks. He is part of The DDK Group within Robert W. 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 utilizes manager-traded and model-traded SMA strategies supported by internal research and technology tools.

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

Series 63, Series 66

Nashville, TN

Robert Baird & Co.

Kelly Ruoff is a financial advisor with Robert Baird & Co. in Nashville, TN, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Robert W. Baird since 2019, with prior roles at American Enterprise Investment Services Inc and Thrivent Financial. Robert Baird & Co. is an institution with approximately 2,600 advisors, offering private wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies, including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-managed and direct-indexing capabilities, supported by ongoing manager selection and internal research.

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

Series 63, Series 65

Leitchfield, KY

Robert Baird & Co.

Robert Crawford is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert W. Baird since 2019. Prior to that, he was with Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. Crawford serves as chairman of the Leitchfield Utilities Commission and holds board and officer roles in local non-investment organizations. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research, supported by approximately $394 billion in assets under management as of December 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jacqueline W

Series 66

Wausau, WI

Robert Baird & Co.

Jacqueline Wormsbacher is a financial advisor with Robert W. Baird & Co. in Wausau, WI, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Robert W. Baird & Co. since 1984. She is part of The DDK Group within Baird’s Private Wealth Management department, which 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 manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Sally A

Series 63, Series 66

Spokane, WA

Robert Baird & Co.

Sally Alston is a financial advisor at Robert Baird & Co. with 36 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies to meet diverse client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Colin B

Series 63, Series 65

Louisville, KY

Robert Baird & Co.

Colin Backert is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Baird in 2022, he served in the United States Air Force for six years. Outside of his advisory role, he is involved as a college football official on the replay staff for the Sun Belt Conference and will be serving as a traditional guardsman with the Tennessee Air National Guard. Baird’s Private Wealth Management department, including the DDK Group team, 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 and a combination of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Sara K

Series 63, Series 66

Florham Park, NJ

Robert Baird & Co.

Sara Kazarian is a financial advisor with Robert W. Baird & Co. in Florham Park, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Stifel, Nicolaus & Company, Wells Fargo Clearing, and Wells Fargo Advisors. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing various strategies including separately managed accounts and overlay services.

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

Series 63, Series 65

Holland - Downtown, MI

Robert Baird & Co.

Stephen Kiss is a financial advisor at Robert Baird & Co. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019, following a long tenure with J.J.B. Hilliard W.L. Lyons from 1992 to 2019. Outside of his advisory role, he is a partner in two business ventures managing rental income and expenses. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, utilizing both manager-traded and model-traded strategies alongside tax management and unified fee arrangements.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lori E

Series 66

Milwaukee, WI

Robert Baird & Co.

Lori Eckhardt is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has been with RW Baird since 2018 and previously worked at GE Capital from 2010 to 2018. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and overlay strategies, addressing a broad range of investment objectives and risk tolerances.

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

CFP®, Series 66

Milwaukee, WI

Robert Baird & Co.

Lauren Post is a financial advisor with Robert W. Baird & Co. in Evanston, IL, holding CFP® and Series 66 designations and bringing seven years of industry experience. She has worked at Baird since 2018, following prior roles at Fis and BMO Harris Bank. Lauren is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and nonprofit clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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