Dallas, TX Douglas Ave Office

Neil Grant is a CFP® professional at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird since 2011, totaling 15 years at the firm. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence, in client advisory.

Jonathan Griego is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He has been with Robert W. Baird & Co. since 2018 and previously worked at TD Ameritrade and Scottrade. He holds Series 63 and Series 66 designations and is based in Dallas, TX. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services with a range of separately managed account programs and utilizes both internal research and external partnerships to support client advice.

Barry Greenberg is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of advising, he works as a yoga instructor on a part-time basis. 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 customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Matthew Woolley is a financial advisor with Robert Baird & Co. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wachovia Securities since 2002. Outside of his advisory role, he assists with For ALL That Matter, LLC, an online movement focused on personal storytelling and related merchandise. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, and institutional clients with tailored financial planning and portfolio management services that include both traditional and non-traditional investment strategies.

Rim Yahia is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has worked at Robert W. Baird since 2017 and previously spent six years with Morgan Stanley Smith Barney LLC. Rim holds a Series 66 designation and is based in Dallas, TX. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—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 separates advice and portfolio fees through various managed account strategies and ongoing manager monitoring.

Mark Stevanovic is a financial advisor with Robert W. Baird & Co. Inc. in Southlake, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Robert W. Baird since 2012. Stevanovic serves as a board member on Dallas Afterschool’s Investment and Finance Committee. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Kirsten Wiley is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of her advisory role, she is the sole owner and employee of a dog treat business called Tucker's Treats and also engages in clothing sales through Poshmark. The DDK Group at Robert W. Baird & Co., where she is based, serves individual, corporate, pension, and charitable clients, offering financial planning, portfolio management, and custody services. The firm employs a range of SMA strategies, tax management, and unified fee arrangements, managing approximately $394 billion in assets as of December 2025.

William Buchman is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Baird in 2021, he worked briefly at TD Ameritrade and has held positions outside the financial sector, including roles at Gold's Gym and Laity Lodge Youth Camp. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including high net worth individuals, corporations, pensions, and charitable organizations. The firm offers a range of wealth management services utilizing a mix of manager-traded and model-traded strategies, overlay management, and tax-management tools, supported by internal research and artificial intelligence.

Richard Holman is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Robert Baird & Co. and has previously worked at Northwestern Mutual and Robert W. Baird. 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 provides 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.

Cody Barfknecht is a financial advisor at Robert W. Baird & Co. based in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Baird in 2020, he worked at DATCU Credit Union and Wells Fargo Bank. Outside of his advisory role, he serves as a color analyst broadcaster for high school football games in the Dallas-Fort Worth area. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies and overlays.

Jayson Bales is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Baird since 2012. Outside of his advisory role, Bales performs as a musician and singer in a band. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Ashley Barr is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she is a partial owner of Twilite Lounge, a business in Dallas, with passive involvement. Ashley Barr is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charities, and institutional clients. The team offers tailored financial planning and portfolio management services, including both discretionary and non-discretionary options, using a range of traditional and alternative investment strategies.

Joel Berg is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Carter Advisory Services and Raymond James Financial. Outside of his advisory role, he serves as Treasurer for the Assistance Center of Collin County, a nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

William Schaffler is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird since 2012. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across various investment strategies and account types.

Roger Metz is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 designations with 43 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as a board member on the Gladney Center for Adoption, participating in committees focused on domestic adoption from foster care and financial oversight. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of investment management and planning solutions, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection and research, including the use of artificial intelligence.