Ft Wright, KY Office

Jacob Etler is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Rockefeller Financial LLC and Fifth Third Bank. Outside of his advisory role, he serves as a football coach at Beechwood High School. Robert W. Baird & Co.’s DDK Group, where Etler is part of the team, provides wealth management services to individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management solutions, utilizing both in-house and third-party managers across a range of investment strategies.

Jodi Steczynski is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at LPL Financial and Lawrence P. Gerwe from 2012 to 2018. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Sabrina Menkhaus is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation. Prior to joining Baird, she worked in various roles including at We Can Code IT and Ohio State University. 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 financial planning, portfolio management, separately managed accounts, and custody and brokerage services, combining internal research and technology to support client advice.

Matthew Darpel is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Independent Advisor Alliance, LPL Financial, and operated his own practice, Matthew L. Darpel P.S.C., for over two decades. In addition to his financial advisory work, he is also an attorney specializing in estate planning, probate, and elder law. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and monitoring.

Colton Irion is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte, Clark Schaefer Hackett, and BDO USA, LLP. 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 variety of financial planning, portfolio management, and custody services supported by internal research and a range of advisory strategies.

Kyle Hurles is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Miami University and Centerville City Schools. Kyle is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including discretionary management and overlay services.

Cassandra Chaney is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group team Cassandra is part of, serves individual, corporate, pension, and charitable clients. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies, along with internal research and tools including artificial intelligence.

James Stocker Jr. is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has been with Baird since 2018, following two years at Total Quality Logistics. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, supported by internal research and a blend of manager-traded and model-traded strategies.

George Schmidt is a financial advisor with Robert Baird & Co. in Fort Wright, KY, holding a Series 63 designation and 39 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of advisory work, he is an owner of a rental property in Villa Hills, KY. Robert Baird & Co.'s DDK Group, where Schmidt works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a range of investment strategies supported by in-house research and offers municipal advisory services alongside its other offerings.

Ellen Haskell is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2019, following prior roles at JJB Hilliard Wl Lyons LLC and Hilliard Lyons. In addition to her advisory work, she manages a family trust on a fiduciary basis. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers, with a range of traditional and non-traditional investment strategies.

Rachel King is a financial advisor with Robert W. Baird & Co., Inc. in Ft Wright, KY. She holds a Series 66 designation and has nine years of industry experience, having been with Baird since 2015. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group 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 non-traditional investment strategies.

Sean Dempsey is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He has been with Robert Baird & Co. since 2015 and holds a Series 66 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs tailored to client goals and risk tolerances.

Brett Pettit is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior work includes positions at Frost Bank and roles in education and government, including service in the U.S. Congress and at Vanderbilt University. 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. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and investment approaches to meet client goals and risk tolerances.

Cory Curry is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Robert Baird & Co. since 2007. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across various investment strategies.

Jonathan Thornberry is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2003. Outside of his advisory role, he serves on the board and investment committee of Chatfield College and is involved with the Freestore Foodbank of Cincinnati, Ohio. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a focus on aligning strategies to client goals and risk tolerances.