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Scott C

Series 66

Holland - Downtown, MI

Robert Baird & Co.

Scott Clausen is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2012. Outside of his advisory role, he is a property owner and landlord. Robert Baird & Co. serves individuals, business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

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

Series 66

Holland - Downtown, MI

Robert Baird & Co.

Benjamin Herrman is a financial advisor at Robert W. Baird & Co. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Baird, he worked for 14 years at Holland Christian Schools. Benjamin is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a variety of investment strategies and ongoing manager oversight.

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

Series 66

Holland - Downtown, MI

Robert Baird & Co.

Allison Hunter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked at R.W. Baird since 2022. Prior to her advisory career, she held positions in the catering and food service industries. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

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

Series 66

Holland - Downtown, MI

Robert Baird & Co.

Shadd Clausen is a financial advisor with Robert Baird & Co., holding a Series 66 designation and offering 22 years of industry experience. He has worked at Robert Baird since 2019 and was previously with Hilliard Lyons from 2003. Outside of his advisory role, Clausen is a partner in SDS Partners. Baird’s Private Wealth Management department, including the DDK Group where Clausen practices, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm provides financial planning, portfolio management, and brokerage services with an investment approach that incorporates manager-traded and model-traded strategies, tax-management, and ongoing in-house research.

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

Series 63, Series 65

Holland - Downtown, MI

Robert Baird & Co.

Daniel Kempker is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019 and at J.J.B. Hilliard, W.L. Lyons, Inc. for over 30 years. Outside of his advisory role, he is a partner at HL Partners. 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 services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded strategies with ongoing manager selection and research support.

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 has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard W.L. Lyons from 1992 to 2018. Kiss holds Series 63 and Series 65 licenses. 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 financial planning, portfolio management, and custody services, employing a range of strategies including manager-traded and model-traded SMAs, tax management, and direct indexing.

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

Series 63, Series 65

Holland - Downtown, MI

Robert Baird & Co.

Thomas Stanley is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory work, he is associated with Fitzgerald Group, a company involved in mausoleum construction. 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 financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence tools.

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

Series 66

Holland - Downtown, MI

Robert Baird & Co.

Dennis Price II is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked at Grand Valley State University and Rocket Mortgage. Outside of his advisory role, he is a coach for West Ottawa Public Schools. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and manager oversight.

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

Series 66

Holland - Downtown, MI

Robert Baird & Co.

Marne Krugielki is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Prior to joining Baird, he gained experience at Phil's BBQ and Kiss Ventures LLC. Marne 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 custody and brokerage services, supported by manager selection, internal research, and the use of advanced tools such as artificial intelligence.

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

Series 66, Series 65

Holland - Downtown, MI

Robert Baird & Co.

Brian Dekock is a financial advisor with Robert Baird & Co. He holds Series 65 and Series 66 licenses and has 22 years of industry experience. Dekock has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons since 2004. Outside of his advisory role, he is the owner of a small rental business. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing both manager-traded and model-traded strategies and internal research tools.

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

CFP®, Series 63

Holland - Downtown, MI

Robert Baird & Co.

Wayne De Bruyn is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He also has a concurrent role at JJB Hilliard WL Lyons LLC, where he has worked since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird employs a variety of investment strategies including manager-traded and model-traded separately managed accounts, overlay management, and tax-management techniques, supported by internal research and technology such as artificial intelligence.

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

Series 66

Holland - Downtown, MI

Robert Baird & Co.

William Paarlberg is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following prior experience at J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, Paarlberg serves as a financial consultant for a relative’s trust and is involved in a family business, GKB Packaging, LLC, where he handles bookkeeping. 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 and portfolio management services with a mix of manager-traded and model-traded strategies, ongoing manager oversight, and utilizes internal research and technology in client advice.

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

Series 66

Holland - Downtown, MI

Robert Baird & Co.

Emily Atwell is a financial advisor with Robert Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2023, she was involved in the hospitality industry at Big E's Sports Bar and Grill. 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 financial planning, portfolio management, and a range of investment programs, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

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

Series 66

Holland - Downtown, MI

Robert Baird & Co.

Jonathan De Kock is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has 10 years of industry experience, including roles at Robert Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by in-house research and technology such as artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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