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Galen L

Series 66

Grass Valley, CA

Robert Baird & Co.

Galen Lee is a financial advisor with Robert W. Baird & Co. in Grass Valley, CA, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Black Mountain and AmeriCore, as well as involvement with nonprofit and hospitality ventures such as the Bob Marshall Wilderness Foundation, The Hike Shack, and Shovel Handle Pub. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm uses a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

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

Series 66

Grass Valley, CA

Robert Baird & Co.

Stephen Buschmann is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2025, he worked at Grass Valley RV Resort and held positions at Apple Inc., GNC, and Sierra College. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, using a combination of manager-traded and model-traded strategies, internal research, and advanced tools including artificial intelligence.

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

Series 66

Grass Valley, CA

Robert Baird & Co.

Grayson Miller is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird in 2025, he held roles at Anest Iwata Medea, Plaza Artist Materials and Picture Framing of the Mid Atlantic, Dakota Art Gallery, Brotha Dudes, and Aslan Brewing Co. He is part of The DDK Group team within 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, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and technology.

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

Series 66

Grass Valley, CA

Robert Baird & Co.

Kerry Wright is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience at JPMorgan Chase & Co. Inc. and Banner Bank. Wright's background also includes roles outside finance, such as work at Scott Auto Trim and as a homemaker. Wright 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 customized financial planning and portfolio management services, employing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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