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.
Trey joined Baird in 2015 and has more than fifteen years of experience in the investment business. He has a passion for the investment management process and leads the team’s investment strategy. Trey works with individual and institutional clients to understand their long-term financial goals and builds personalized, high quality portfolios to meet their investment needs.
Trey received his bachelor’s degree in business administration with a double major in Finance and Information Systems from Xavier University. He later returned to Xavier and completed his Masters of Business Administration. He’s a graduate of the Leadership Northern Kentucky Class of 2008.
Trey serves on the boards of The Carnegie and UpTech Inc. As well, he is a pro-bono fund manager for UpTech Fund I & II, supporting economic development in the region. Trey and his wife, Stacy, live in Crestview Hills, KY, with their two sons. In his free time Trey enjoys spending time with his family, playing golf and relaxing on the lake.
Julie Tapke, CFP®
Julie joined Baird in 2015. She brings more than fifteen years of experience in the financial and investment business experience. Julie specializes in financial planning, retirement strategies and corporate retirement plans. She is also licensed in life, long term care and annuity services insurance.
Julie attended Centre College graduating with a Bachelor of Arts degree in Economics. In 2006, she earned her Certified Financial Planner designation. She is a 2004 graduate of Leadership Northern Kentucky. Julie was selected as a winner of the Cincinnati Business Courier’s Forty Under 40 Award in 2014 and was awarded Baird’s Rising Star award in 2017.
Julie has been involved with and held executive positions in community organizations such as St. Elizabeth Healthcare Foundation, Centre College, Welcome House of Northern Kentucky, Notre Dame Academy, Northern Kentucky Chamber of Commerce and the Estate Planning Council. Julie lives in Ft. Mitchell, KY with her husband, Todd, and her three active children. She enjoys running, yoga and traveling.
Justin Dammel, CFA
Justin has worked in the investment services industry for over twenty years. Prior to joining Baird in 2015, he worked in portfolio management and securities analysis with Gradison McDonald Investments, Fifth Third Bank and the Bank of Kentucky. He supports the group through equity and fixed income research and portfolio management.
Justin attended St. Xavier High School before receiving his undergrad degree in business from Ohio University. He graduated Xavier University with his Masters in Business with a Finance concentration.
Justin is a CFA® Charterholder and a member of the CFA® Institute and the CFA® Society of Cincinnati. Justin serves as President for the Kenton County Library Foundation Board, is on the Board of Directors of Little Sisters of the Poor and is an Ohio University Finance Advisory Council Board Member.
Justin lives in Mount Lookout, OH with his wife, Lauren, and their two children. A former swimmer for the Ohio University swimming team, he still enjoys swimming, running, basketball and climbing the occasional mountain in his free time.
Rachel joined Baird in 2015 and has more than eighteen years of experience in the financial services industry. She works as a Client Assistant and is responsible for the client service and operational functions for the team.
Rachel is a graduate of Northern Kentucky University and holds a Bachelor of Science degree in Accounting as well as a Master of Business Administration degree with a specialization in Finance.
Rachel lives in Florence, KY. She enjoys spending time with her family and being outdoors.