New Hartford, NY Office

Honorine Wallack is a CFP® professional with 37 years of industry experience, currently serving at Robert W. Baird & Co. since 2018. Prior to joining Baird, she worked at M. Griffith Investment Services, Inc. for six years. 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 offers financial planning, discretionary and non-discretionary portfolio management, and tailored investment strategies utilizing both in-house and third-party managers.

Matthew Sheridan is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Robert W. Baird & Co. since 2018 and previously worked at M. Griffith Investment Services, Inc. from 2014 to 2018. 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 charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies that include traditional and non-traditional investments, as well as discretionary and non-discretionary management.

Matthew Savery is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds the CFP® and CFA® designations and has worked at Baird since 2018, following eight years at M. Griffith Investment Services, Inc. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Mary Anne Treen is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She worked at M&T Securities for three years before joining Baird in 2019. Outside of her advisory role, she owns and operates Pristine Cleaning Services CNY, a cleaning business. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, businesses, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, utilizing a mix of SMA strategies and internal research tools.

Melissa Motyl is a financial advisor with Robert W. Baird & Co. in Whitesboro, NY, holding a Series 66 designation and nine years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at M. Griffith Investment Services, Inc. from 2014 to 2018. She 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 charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a variety of investment strategies and tools tailored to client goals and risk tolerances.

Jon Earl is a financial advisor with Robert W. Baird & Co. in New Hartford, NY, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked previously at M. Griffith Investment Services, Inc. and has been with Robert W. Baird since 2018. Outside of his advisory role, Mr. Earl owns Classic Sport & Luxury Motorcars and Bagg's Square Brewing Company, both non-investment related businesses. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, 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 manager-traded and model-traded SMA strategies along with proprietary research and tools.

Zachary Maxwell is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has worked at Baird since 2018, following five years at M. Griffith Investment Services, Inc. He was also involved with United Cerebral Palsy for nine years. Maxwell is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay solutions tailored to client goals and risk tolerances.

Michele Sheridan is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. She previously spent 25 years at M. Griffith, Inc. Michele assists the finance committee of The Women's Fund of Herkimer and Oneida Counties in developing investment policy statements. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Scott George is a CFP®-credentialed financial advisor with 30 years of industry experience, currently with Robert W. Baird & Co. since 2018. Prior to joining Baird, he worked for M. Griffith Locke Investment Services Inc. for 13 years. 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 charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex alternatives.

Jacob George is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with two years of industry experience. He has also held roles at St. John Fisher University and has a diverse work history including positions at Instacart and several service businesses. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of portfolio management strategies and incorporates internal research and technology, including artificial intelligence, in its advisory approach.

Theresa Flemma is a CFP® professional with 41 years of industry experience, currently with Robert W. Baird & Co. since 2018. Prior to joining Baird, she spent 29 years at M. Griffith, Inc. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through a range of financial planning and portfolio management services tailored to client goals and risk tolerances.

Alec Firsching is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked in pharmacy at Tufts Medical Center and pursued medical studies. 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 offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays to meet client goals and risk tolerances.