Our Profile

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.

Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.


Robert K. (Dobbin) McCrea, Jr.

Director

Financial Advisor

Background
Dobbin, Director, Financial Advisor, brings 25 years of experience to Baird. Prior to Baird, he served as Senior Vice President-Wealth Advisor with Morgan Stanley since 2009 and Managing Director with Piper Jaffray/UBS since 1993.

Education
Dobbin received his BA in Political Science/Economics at Colorado College in Colorado Springs, CO.

Team Role
Dobbin leads the group on investment strategy and portfolio management. He has always had a passion for the fixed income market and has distinct expertise in managing both municipal and taxable bond portfolios. Dobbin oversees client relationships and has established deep trust with clients over many years of providing client-centered advice and investment oversight.

Community & Family
Dobbin volunteers at The Ronald McDonald House & Feed My Starving Children. He and his wife, Shannon, reside in Wayzata, MN and have four children. As a family they enjoy skiing, tennis and watching their kids play hockey, football, baseball and golf.

Cassidy McCrea Burns

Vice President

Financial Advisor

Background
Cassie, Vice President, Financial Advisor, brings 25 years of experience to Baird. Most recently, she served as a Principal and Client Relationship Manager at Riverbridge Partners, LLC. Prior to that, she worked at Family Philanthropy Advisors, UBS Financial Services & Piper Jaffray.

Education
Cassie received her BA from St. Lawrence University. She has also attained the CERTIFIED FINANCIAL PLANNER certification.

Team Role
Cassie oversees client relationships as well as the comprehensive planning provided to clients. As a CFP® professional, Cassie has completed extensive training and is held to rigorous ethical standards in providing advice to clients. She takes a great deal of care in understanding each client’s unique situation to ensure that she and her team can guide them in all aspects of their financial life. Cassie has particular expertise in providing multigenerational and charitable planning. She works closely with clients’ other advisors to provide coordination of planning.

Community & Family
Cassie is active in the community, serving on the Board of the Abbott Northwestern Hospital Foundation, the Board of Interfaith Youth Core, the Board of Vocalessence and the Investment Committee for St. Martins-by-the-Lake Church. She is a past President and Trustee of Woodhill Country Club. She is passionate about empowering women through microfinance and serves as the Co-Chair of the Board of Governors of Opportunity International.

Cassie and her husband, David, have three teenagers and reside in Orono, MN. They love to watch their kids play hockey and lacrosse and enjoy playing golf. As a family they love to travel and ski.

Kevin A. Rollwagen

Associate Financial Advisor

Background
Kevin, Associate Financial Advisor, PWM Portfolio Specialist, brings 11 years of experience to Baird.  Prior to Baird, he served as an Investment Associate and Financial Advisor at Morgan Stanley, and held a role as a Financial Advisor Associate at UBS.



Education
Kevin received his BA in Business Administration and Financial Management at the University of St. Thomas, MN.

Team Role
Kevin oversees overall portfolio analysis and asset allocation.  He is responsible for conducting thorough due diligence on investment managers, mutual funds, and individual stocks for the team.  Kevin participates in the Private Investment Management program at Baird which allows him to manage discretionary portfolios for clients. Kevin understands the complexities of the changing financial markets and provides appropriate recommendations given each client’s situation. He also helps design customized plans incorporating retirement planning, education funding, and wealth transfer to help clients achieve their financial goals.

Community & Family
He and his wife, Molly, live in Victoria, MN and have two children. Kevin enjoys playing hockey and golf. As a family, they enjoy being outdoors.  Kevin has volunteered as a youth hockey coach in the past and looks forward to coaching his kid’s teams in the future.

Heidi Kubicek

Client Associate

Background
Heidi brings five years of experience serving the needs of individuals in a family office setting and a long background in education prior to that.  Drawing on her experience, she is particularly adept at understanding the unique needs of individuals and providing personalized solutions as well as clear communication.   

Education
Heidi received her BA from the College of St. Benedict’s.

Team Role
Heidi leads our client service and administrative oversight for the team. She plays a critical role in ensuring that clients receive an exceptional level of service and responsiveness. Heidi takes great care in getting to know each of our clients so that she can anticipate and respond to their needs.  

Community & Family
Heidi is involved with Common Hope, non-profit international organization that partners with families and communities to improve the lives of Guatemalan children through education, health care, housing and family Development.  

Heidi and her husband, Tim, have three grown sons and live in Shakopee, MN. Heidi enjoys reading and cooking. As a family, they enjoy spending time traveling and skiing.  

BAIRD HIGHLIGHTS