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About Baird

About Baird

In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.

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Weekly Market Notes

Weekly Market Notes

Our expertise and passion is empowering people to take control of their financial future.

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Wealth Strategies

Wealth Strategies

Live education and insights on timely wealth management topics.

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HER View From Here

HER View From Here

Hear from successful women at Baird talk about the secrets to their career success.

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Meet Our Team

Our Team

Kevin Cross, CFP®

Senior Vice President, Financial Advisor

303-270-6377

kcross@rwbaird.com

Kevin joined Baird in 2013 with over 20 years of experience as a Financial Advisor. Beginning his career with Prudential Securities in Westport, Connecticut in 1998, Kevin has spent the ensuing years developing his passion for...

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Walter Taylor III

Client Assistant

wtaylor@rwbaird.com

Walter Taylor joined Baird in 2019 originally from Milwaukee, Wisconsin. Walter started as an intern at Baird. Gaining experience with multiple departments in Operations. After graduating college, he joined Baird full-time in the...

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Extended Team

Brad Bartick, CFP®, CWS®

Wealth Planner

Brad is a Wealth Planner at Baird, having recently joined the firm in late 2022. A behaviorist at heart, Brad’s focus as a planner has always been directed towards coaching fundamentally smart investing behavior. He is...

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Eric Wikstrom, CPA, CFP®

Tax Strategist

Eric joined Robert W. Baird & Co. in 2021 as a Tax Specialist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan...
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Mark Criner

Senior Trust Strategist

Rick Holman, JD, CFP®, CLU®

Senior Estate Planner

Rick joined Baird’s Private Wealth Management team in October of 2014 as a Senior Vice President and Senior Estate Specialist, working out of the Dallas office. He works with Baird Financial Advisors, their clients, and the...

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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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