Houston Memorial City, TX Office

Beau Nichols is an advisor with Robert W. Baird & Co. holding a Series 66 credential. He joined the firm in 2024 and has experience transitioning from full-time student roles at the University of Houston, LSU/Blinn, and prior educational institutions. Outside of finance, he has worked at 6320 Training Yard (formerly Buckley Performance). Beau is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, including separately managed accounts and tax-management strategies, supported by internal research and a mix of manager-traded and model-traded investment approaches.

Scott Bartosh is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Bartosh serves as an umpire for Houston TASO. He is part of The DDK Group within Robert W. Baird & Co.’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 financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, along with ongoing investment manager selection and monitoring.

Justin Nichols is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding Series 63 and Series 66 designations and 28 years of industry experience. Prior to joining Baird in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Nichols is involved in restaurant investments through a holding company he co-owns with his spouse and participates as a passive investor in a sports training facility, as well as engaging in sports broadcasting with the NFHS Network. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of investment and financial planning services, combining internally managed and externally managed strategies, with distinctive features such as municipal advisory services and strategic partnerships.

Alison Daley is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding a Series 66 designation and with 16 years of industry experience. She has been with Robert W. Baird & Co. since 2006. Outside of her advisory role, Daley serves as treasurer for Big Fella Classic Inc., managing funds raised for charitable organizations, and advises the Peoria City Council as a member of the Downtown Advisory Commission. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a broad client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing a combination of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Richard Pfeil is a CFP® and Series 66 designated advisor with Robert W. Baird & Co., where he has worked since 2013. He has 22 years of industry experience. He is part of The DDK Group within 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 through separately managed accounts, and custody and brokerage services, supported by in-house research and strategic partnerships.

Lindsey Shiflett is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 14 years before joining Baird in 2026. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of services including discretionary and non-discretionary portfolio management, separately managed accounts, and financial planning, supported by internal research and advanced tools such as artificial intelligence.

John Barnefield is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group at Robert W. Baird & Co., where he works, 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 such as financial planning, portfolio management through separately managed accounts and wrap programs, and combines manager-traded and model-traded strategies with tax management and direct-indexing capabilities.

Nathan Cook is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He has been with Robert W. Baird since 2015 and holds a Series 66 designation. Outside of his advisory role, he is an author involved in Bible study content through Leader Treks. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies supported by internal research and technology tools.

Charles Hughes III is a financial advisor with Robert W. Baird & Co. Inc in Houston, Texas, holding a Series 66 designation and four years of industry experience. His prior work includes roles in legal and public affairs sectors, including at Kean Miller LLP and the Louisiana House of Representatives. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services utilizing both discretionary and non-discretionary strategies. The firm manages approximately $394 billion in regulatory assets and offers distinct capabilities such as municipal advisory services, tax-managed and direct-indexing strategies, and ongoing manager selection supported by internal research and technology.

Gregory Evans is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and 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 individuals, corporate 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, utilizing both internal research and manager selection supported by advanced tools such as artificial intelligence.

Matthew Leatherwood is a CFP® with 18 years of industry experience, currently advising at Robert W. Baird & Co. since 2013. He is also the owner of Beck Beck Designs LLC, a non-investment related business. The DDK Group at Robert W. Baird & Co., where he works, serves individual and institutional clients with financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Darrell Pesek is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Robert Baird & Co. since 2013. 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, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody services, supported by internal research and tools such as artificial intelligence in client advice.

Katrina Butler is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of her advisory role, she works as a sales consultant for Scentsy. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Andrew Atkinson is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Baird since 2013. Outside of his advisory role, he is involved as an owner/member in LLCs related to racehorse investment and rental property. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing a blend of manager-traded and model-traded strategies along with tax management and direct indexing.

Norena Kirwan is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2020, following prior roles at Ameriprise Financial and other firms. She 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 investment management and financial planning services, utilizing manager-traded and model-traded strategies alongside internal research and technology tools.