Patty M. Estopinal, CIMA®, CDFA®
Patty Estopinal is a Certified Investment Management Analyst professional with more than 30 years of investment experience. She specializes in wealth management for senior executives and families with the goal of using wealth to improve the lives of those she works with. As a Certified Divorce Financial Analyst, Patty also works extensively with attorneys, mediators, and their clients in a collaborative effort to examine the impact of various settlement options and other finance related decisions. Patty earned her bachelor’s degree in Business Administration from California State University, Sacramento. She continued her studies through the University of Pennsylvania Wharton School of Business, earning her CIMA® designation.
Patty is extremely active in the community. She coaches a Special Olympics tennis team and is a board member of the Girl Scouts Heart of Central California Council.
Patty was specially trained to serve as a Court-Appointed Special Advocate for a foster child and she currently acts as legal advocate and volunteer mentor to a young girl. Her many years of community service, particularly among those less fortunate, earned Patty recognition as an Altruism Award Winner in 2011 by Registered Rep. The magazine called her an “Inner City Ally.”
Patty has two children, Michael and Jamie.
Patrick McCusker, CFP®
Pat is a CERTIFIED FINANCIAL PLANNER™ with over 10 years of experience in the financial services industry. Prior to joining Baird in 2013 he was a financial advisor with Morgan Stanley. He holds his FINRA Series 7 and 66 licenses, and life & variable contract license with California Department of Insurance. Pat earned his bachelor’s degree from the University of Kentucky where he played football.
Pat was raised in a suburb of Chicago, IL where he attended a military high school. He and his wife, Taryn reside in Folsom with their two children Grady and Maley. Taryn was a former Academic All-American and captain of the Kentucky swim team. Pat enjoys training a sophisticated powerlifting program, coaching youth sports, is an active parishioner in his church, and enjoys being outdoors in the California sunshine.
Senior Client Specialist
Alicia Stuckert joined Baird in 2012 as a Senior Client Specialist in the Roseville office. She began her career in the financial services field after earning bachelor’s degrees in Business Administration and Spanish from California State University, Sacramento. Alicia has more than 15 years of industry experience and holds FINRA Series 7, 63 and 65 securities licenses as well as her California Insurance License.
Alicia enjoys traveling and many outdoor activities. The highlight of her life away from the office is spending time with her husband, Pete, and their daughters Grace and Liliana.