Often times we refer to several resources upon which we rely to help us provide you with precise solutions to your total wealth picture. These individuals are experts in their fields and are available to assist us in addressing some of the more advanced areas of wealth management, insurance and estate planning. They are “the Team Behind our Team” and we are pleased to introduce them to you.
Rick Holman, J.D., CFP®, CLU®
Senior Estate Planner
Rick joined Baird’s Private Wealth Management team in October of 2014 as a Vice President and Senior Estate Planner, working out of the Dallas office. He works with Baird Financial Advisors, their clients, and the clients’ other professionals to promote the benefit of estate planning and assist with the development of clients’ estate plans. Specifically, his responsibilities include reviewing and discussing existing estate plans, answering estate planning questions, and presenting on estate planning topics.
Rick comes to Baird from The Nautilus Group, a service of New York Life Insurance Company, where he spent approximately seven years as one of the consultants and a manager in the Estate and Business Case Development unit. Prior to that, he was an Estate Planning Attorney with the advanced marketing department of another insurance company, and a Financial Planning Consultant and the Advanced Case Design Specialist with Raymond James Financial. Rick has coached advisors on integrating estate planning into their practices; taught a financial planning class; spoken at advisor forums, client seminars, and estate planning conferences; and contributed articles to industry publications.
A native of Florida, Rick graduated from the University of Miami with a degree in Politics and then earned his J.D. from Florida State University. He has obtained his Certified Financial Planner and Chartered Life Underwriter designations, and holds FINRA Series 6, 7, 63 and 65 licenses.
Tayler Paules, CFP
Private Wealth Management
Telephone: (303) 270-6394
Taylor Paules joined Baird in 2020 as a Financial Planner. His areas of expertise include financial planning, retirement income and distribution planning, and Social Security. He serves in helping Financial Advisors to incorporate financial planning into their practice by using the tools and questionnaires available to create meaningful proposals for their clients and prospects.
Prior to joining Baird, Taylor spent 4 years at TIAA, as a Financial Planner. He supported financial advisors with their financial and estate planning needs. He also served in a coaching role, helping financial advisors utilize planning software to create impactful proposals for their clients. Previously, Taylor spent 3 years at Fidelity Investments as a Retirement Solutions Representative, consulting with clients in choosing suitable investment portfolios, and worked with retirement plan participants.
Taylor attended the University of Colorado at Boulder, where he earned his bachelor’s degree in Economics with a minor in Business Administration. Taylor is a Certified Financial Planner® professional and currently holds the Series 7, 66 and 63.
Taylor resides in Denver, Colorado. He has a passion for traveling, is an avid skier, mountain biker, and enjoys camping with his dog.