Rockford, IL Reid Farm Rd Office

Jonathon Bowker is a financial advisor at Robert Baird & Co. in Rockford, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Robert Baird & Co. since 2008. 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, charitable organizations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services tailored to client goals, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Grant Heinberg is a financial advisor with Robert W. Baird & Co. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Festival Bakery, American Community Wealth Management, and American Community Bank & Trust, as well as teaching positions at the University of Wisconsin Whitewater and local schools. The DDK Group, part of Baird’s Private Wealth Management department, serves high net worth individuals, corporate and business clients, pensions, 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 supported by internal research and technology.

Vanessa Day is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2008. 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, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers and offering a range of investment strategies and overlays.

Erin Calkins is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She has been with Robert Baird since 2005 and holds a Series 66 designation. Outside of her advisory role, she serves as a board member of B&B Tool Company and the Pregnancy Care Center in Rockford, IL. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Jennifer Thorvalson is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has held her current role since 2018 and previously worked at First Heartland Capital, Inc. from 2001 to 2018. She holds Series 63 and Series 65 registrations. She is part of The DDK Group within Baird’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, 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 supported by internal research and technology.

Scott Johnson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2010. He is based in Rockford, IL, and holds the Series 63 designation. Outside of his advisory role, Johnson is a board member and treasurer of the Eagle Education Fund for Christian Life Schools and is also an author. He 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 tailored financial planning and portfolio management services, utilizing a variety of strategies and overlays to meet client goals and risk tolerances.

Alice Gibson is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has seven years of experience in the industry, including prior roles at Fifth Third Bank and Mosaic Sales Solutions. She 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 team offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Joseph Steiner is a financial advisor with Robert Baird & Co. in Rockford, Illinois. He holds a Series 66 designation and has one year of industry experience. Prior to joining Robert Baird & Co., he worked for seven years at Bone & Joint Clinic and three years at OrthoIllinois. Joseph 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 financial planning, portfolio management, and advisory services supported by internal research, manager selection, and use of artificial intelligence tools.