About Baird
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.
Weekly Market Notes
Our expertise and passion is empowering people to take control of their financial future.
HER View From Here
Hear from successful women at Baird talk about the secrets to their career success.
Meet Our Team
Our Team
Kevin Cross, CFP®
Senior Vice President, Financial Advisor
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...
Walter Taylor III
Client Assistant
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...
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...
Eric Wikstrom, CPA, CFP®
Tax 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...
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.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin
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.
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'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.