Chicago, IL West Monroe Street Office

Jeffrey Simmons is a CFA® charterholder with 17 years of industry experience, currently advising clients at Robert W. Baird & Co. since 2013. Based in Chicago, IL, he serves on the Investment and Executive Committees of the Community Memorial Foundation, a nonprofit organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored investment and financial planning services to individuals, families, institutions, and charitable organizations using a combination of in-house and third-party managers.

Michael Vander Roest is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that 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, separately managed accounts, and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

William Trasowech is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at Makusafe Crop and Nationwide Mutual Insurance Company. Prior to his career in finance, he spent 19 years in full-time education. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and incorporates internal research and technology, including artificial intelligence, in its advisory process.

Idris Herring is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase, J.P. Morgan Securities, Bank of America, and Merrill. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in regulatory assets and offers a mix of manager-traded and model-traded strategies, with capabilities including tax management and municipal advisory services.

Martin Watts is a financial advisor at Robert W. Baird & Co. in Chicago, IL, with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Robert W. Baird & Co. since 2015. He is part of the DDK Group within Robert W. Baird & Co.’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 financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and employs internal research and tools, including artificial intelligence, in its advisory process.

Nicholas Boi is a financial advisor with Robert W. Baird & Co. in Chicago, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird & Co. since 2013. 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 financial planning, portfolio management, and custodial services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Anne Lanagan is a financial advisor with Robert W. Baird & Co. in Wheaton, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Robert W. Baird & Co. since 2002. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed account programs, and overlay services, offering a range of traditional and complex investment strategies.

Susan Anderson is a CFP® and holds a Series 66 license with eight years at Robert Baird & Co. and a total of five years in the financial industry. She worked at Indiana University Bloomington prior to joining Baird. Anderson is based in Chicago, IL. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Eric Gaston is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes prior roles at Fidelity Brokerage Services and TD Ameritrade. He is part of The DDK Group within Baird’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, including traditional and non-traditional allocations, and provides municipal advisory and public finance services alongside its investment management capabilities.

Thomas Heidenrich is a financial advisor with Robert W. Baird & Co. in Aurora, IL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Robert W. Baird since 2003. Heidenrich is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Andrew Malone is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Robert W. Baird since 2015. Outside of advising, Malone works as a delivery specialist and Audi technologist at an Audi dealership. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services through a variety of strategies, including traditional and alternative investments, with options for discretionary and non-discretionary management.

Michael Possley is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2015. Outside of his advisory role, he serves as a board member and on the finance committee for The Legacy Guild. He is part of The DDK Group within Robert W. Baird’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, utilizing manager-traded and model-traded strategies alongside internal research tools.

William Waddell is a financial advisor at Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation with six years of industry experience. He has been with Baird since 2019 and previously worked at Cars.com from 2012 to 2019. Waddell is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers consulting and portfolio services tailored to client goals, employing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Jeffrey Collins is a financial advisor at Robert W. Baird & Co. in Chicago, IL, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, with advisory work supported by internal research and a variety of investment strategies.

Michael Krecek is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at Baird since 2017 with a brief period at Ford Motor Company in 2018. Outside of his advisory role, he serves as treasurer for his condominium association. The DDK Group at 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, discretionary and non-discretionary portfolio management, and a range of separately managed account programs, using both internal research and external partnerships to guide client advice.