Angela White is a financial advisor with Robert Baird & Co. She holds a Series 66 designation and has worked in the industry since 2021, including prior experience at Edward Jones and Monat Global. Before entering the financial services field, she was employed by the Okoboji School District for six years. 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 services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by manager selection, internal research, and tools such as artificial intelligence.

Kimberly Erkonen is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Prior to her advisory career, she has ownership in a commercial property management business. Kimberly is registered with Series 63 and Series 65 designations. She is part of The DDK Group at Robert W. Baird, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of investment strategies, including traditional and non-traditional allocations, and offers both discretionary and non-discretionary management options.

William Perry is a financial advisor with Robert Baird & Co. in Sioux Falls, SD, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Robert Baird & Co. since 2011. Outside of his advisory role, Perry is a member of the Sioux Falls Downtown Lions Club and serves on its finance committee. 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 with tailored financial planning and portfolio management services. The firm offers a range of investment strategies and specialized municipal advisory and public finance services.