George Tolbert is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously served four years in the U.S. Army. Prior to his current role, he had a one-year tenure at Robert W. Baird and attended The Citadel, Military College of South Carolina. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager oversight.

Thomas Fleischmann is a CFP® professional with three years of industry experience currently serving at Robert W. Baird & Co. Incorporated. His prior roles include positions at Client First Tax & Wealth Advisors and various other organizations. He is also involved with Chicagoans for Nebraska as Treasurer and serves on its Investment Committee. He works within The DDK Group, a team at Robert W. Baird & Co. that provides wealth management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations, utilizing a range of portfolio management strategies and advisory services.

Aimee Morrin is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2022. Prior to joining Baird, she spent 19 years at Wayne Hummer Investments. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The team offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.