Scottsdale, AZ N Scottsdale Rd Office

Amy Pongratz is a financial advisor with Robert Baird & Co. in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Capital Wealth Partners, Sunstone Wealth Management, Raymond James Financial Services Advisors, and RBC Capital Markets. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Bradley Lundquist is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Robert W. Baird & Co.'s DDK Group provides wealth management services to individuals, families, pensions, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage services. The group tailors strategies to client goals and risk tolerances using a combination of in-house and third-party managers, with capabilities ranging from traditional allocations to more complex investment strategies.

Daniel Peters is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Phoenix, AZ, where he has worked since 2008. He has 28 years of industry experience. Outside of his advisory role, he is an owner and member of the Wine and Food Society of Paradise Valley, LLC, which organizes food and wine events. Daniel Peters 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 group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers.

Joseph Christ is a CFP® professional with 19 years of industry experience, currently advising clients at Robert W. Baird & Co. since 2008. He holds a Series 66 license and works out of Scottsdale, AZ. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Michael Wagner is a financial advisor with Robert W. Baird & Co. in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a property owner. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including discretionary management and separately managed accounts.

Katrina Buhl is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Edward Jones. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves a diverse client base including individuals, families, and institutions. The DDK Group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex investments, alongside municipal advisory and public finance services unique among large institutional firms.

Evangelos Kalomiris is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Baird since 2017. His prior roles include positions at ASUO Finance and the University of Oregon. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Vince Hawley is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Robert W. Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and oversight.

Elizabeth Weiss is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2020, following four years at Wells Fargo Clearing. Outside of her advisory role, she has a minority ownership interest in Invu Care Network and Acacia Living, Inc. 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, with an investment approach that combines manager-traded and model-traded strategies supported by internal research and technology.

Julie Hittle is a financial advisor with Robert Baird & Co. in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. She joined Baird in 2025 after nine years with Wells Fargo Clearing. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations with financial planning, portfolio management, and custody services. Baird offers a range of SMA strategies and advisory services supported by internal research and investment tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Lisa Doche is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining Baird in 2021, she worked at Wells Fargo Clearing for five years. She serves as a board member for the Sandflower Homeowners Association. Lisa is part of The DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, including separately managed account programs and personalized advisory strategies supported by internal research and oversight.

Christopher Hisle is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, with 13 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2013. Outside of his advisory role, Hisle operates a woodworking business, Scottsdale Design Co., where he builds furniture primarily for personal use and occasionally for friends and family. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and advanced investment management tools.

Robert Hisle is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 designations with 41 years of industry experience. He has worked at Robert W. Baird & Co. since 2007. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves high net worth individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools.

Jennifer Morris is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for nine years before joining Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, consulting, and portfolio management services, utilizing both internal research and strategic partnerships to support its advisory approach.

Michael Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2021. Prior to joining Baird, he worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, he has been involved with PAC Properties since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, utilizing a range of investment strategies including traditional and non-traditional approaches.