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Nancy U
Series 66
Seattle, WA
Robert Baird & Co.
Nancy Urbina is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and five years of experience at Baird. Prior to joining the firm, she worked in various roles including at La Villa Mexican Restaurant and Jumpstart. Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department, offering services such as financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services. The firm emphasizes manager selection and monitoring supported by internal research and uses a mix of SMA strategies, overlay management, and tax-management tools.
Janet H
Series 63, Series 66
Seattle, WA
Robert Baird & Co.
Janet Hawkins is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior roles include positions at Ameriprise, Charles Schwab, Morgan Stanley, and Key Bank. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services supported by internal research and advanced investment tools.
Sarah P
Series 66
Seattle, WA
Robert Baird & Co.
Sarah Power is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2014. Outside of her advisory role, she is a general member of Baja Caja LLC, a non-investment-related LLC. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Sarah works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology including artificial intelligence.
Jennifer D
Series 63, Series 65
Seattle, WA
Robert Baird & Co.
Jennifer Droppelman is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is the owner and member of OneSouthShore LLC, a non-investment-related business. Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers financial planning, portfolio management, separately managed account programs, and custody services, employing a range of strategies including manager-traded and model-traded SMAs, tax management, and direct indexing.
Kirsten K
Series 63, Series 65
Seattle, WA
Robert Baird & Co.
Kirsten Kunkel is a financial advisor at Robert Baird & Co. in Seattle, WA, with 24 years of industry experience. She has been with Robert Baird & Co. since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, Kunkel serves on the finance council for Our Lady of Fatima Parish, where she reviews the parish budget and financial health. Kunkel 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, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies with ongoing manager oversight and internal research tools.
Karl H
Series 66
Seattle, WA
Robert Baird & Co.
Karl Herren is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and previously worked at D.A. Davidson & Co. from 2014 to 2018. Outside of his advisory work, Herren coaches youth baseball through his ownership of All Sports Elite LLC and his role with the City Baseball Club. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, with access to traditional and non-traditional investment strategies.
Stephen J
Series 66
Seattle, WA
Robert Baird & Co.
Stephen Johnson is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 credential and three years of industry experience. His prior work includes a brief period at KPMG and roles as a full-time student. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both internal research and external partnerships to support client advice.
Glen W
CFP®, Series 66
Seattle, WA
Robert Baird & Co.
Glen Wright III is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. He has worked at Robert W. Baird & Co., Inc. since 2020 and was previously with Edward Jones from 2016 to 2019. He is part of The DDK Group, a team 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 financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies supported by internal research and technology.
Phillip B
Series 66
Seattle, WA
Robert Baird & Co.
Phillip Banta is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2014. Outside of his advisory role, he serves on the board of directors for Cinch Design. 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 institutional clients with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary and non-discretionary management, using both in-house and third-party managers.
Benjamin M
Series 66
Seattle, WA
Robert Baird & Co.
Benjamin Murphy is a Series 66-credentialed advisor at Robert Baird & Co. in Seattle, WA, with two years of industry experience. His prior work includes positions at Albany Beck and The Partners Group, as well as periods focused on education at Trinity College Dublin and the University of Portland. He 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 mix of separately managed account strategies, tax management, and internal research support.
Rebecca M
Series 66
Seattle, WA
Robert Baird & Co.
Rebecca Mc Kay is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2017. Prior to joining Baird, she worked at Chasers Bar and Grille and has experience from the University of Wisconsin Madison. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business 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 ongoing manager monitoring.
Karen D
Series 63, Series 66
Seattle, WA
Robert Baird & Co.
Karen Davis is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she owns Davis Miller Design, a design company focused on interior and exterior gardens. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.
Teresa D
Series 63, Series 65
Seattle, WA
Robert Baird & Co.
Teresa Dahl is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients. The team provides consulting and portfolio services tailored to client goals, utilizing a range of strategies and management approaches, including discretionary and non-discretionary portfolio management and separately managed accounts.
Connor D
Series 63, Series 65
Seattle, WA
Robert Baird & Co.
Connor Dennehy is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Robert W. Baird & Co. since 2020 and has prior work experience in healthcare and installation services. Dennehy 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 services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of managed account strategies, tax management, and internal research tools.
Ava G
Series 66
Seattle, WA
Robert Baird & Co.
Ava Glapinski is a financial advisor at Robert W. Baird & Co. in Seattle, WA, with two years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual. Her professional background also includes roles outside finance, such as work with Colectivo Coffee and Whelan's Coffee and Ice Cream. She 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 utilizes a range of portfolio management strategies and emphasizes ongoing manager selection and monitoring supported by internal research and technology.
John R
Series 63, Series 65
Seattle, WA
Robert Baird & Co.
John Ramseyer is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he is involved in ranching operations through Ellensburg Cattle Company, participating in general farm activities on weekends. Robert Baird & Co.’s DDK Group, where Ramseyer works, serves high net worth individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research support.
Benjamin H
Series 66
Seattle, WA
Robert Baird & Co.
Benjamin Hamblin is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2021 and previously worked in various roles outside the financial industry. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.
Ariel G
Series 66
Seattle, WA
Robert Baird & Co.
Ariel Goh is a financial advisor at Robert Baird & Co. with a Series 66 credential and recent industry experience beginning in 2024. Prior to joining Baird, Ariel worked at Syncopation Foundation, Stratacore, Eastside Stomp, and Taxman & Associates. Outside of finance, Ariel is involved in dance instruction and choreography, teaching swing dance classes and coaching a performance team. Robert Baird & Co. serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services through a combination of in-house and third-party managers.
Armando C
Series 63, Series 65, Series 66
Seattle, WA
Robert Baird & Co.
Armando Cruz is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at RBC Capital Markets and previous tenure at Robert Baird & Co. Outside of his advisory work, he operates as an independent contractor for package delivery through Amazon Flex. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and management approaches.
Riley R
Series 66
Seattle, WA
Robert Baird & Co.
Riley Rock is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior experience at Russell Investments and the University of Washington. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension plans, and charitable organizations through financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs. The firm utilizes manager selection, internal research including artificial intelligence tools, and offers services such as municipal advisory and unified fee arrangements.
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