Motivated by our shared values, we will focus on improving the lives of our clients and their families through striving to provide attentive financial service and customer care.
John Mockovciak III
John Mockovciak is a Managing Director of Baird’s Family Wealth Group. He has 37+ years of experience in the financial services industry and has been recognized by Barron’s Magazine as one of the nation's top Financial Advisors.
Serving business owners and families, John takes an objective view of investing and works closely with clients to uncover goals and map out a long-term plan for the future. John assists clients in making asset selections by leveraging an entire team of specialists.
When not hard at work, John enjoys giving of his time to various nonprofit organizations, traveling, playing with his dogs, and savoring the splendor of all there is to do at his home in Taos, New Mexico. John lives in Dallas with his wife of 35 years, Janet. They have one son, Joel, who is off exploring the world post-college.
Barry Greenberg, CFP®
Senior Investment Consultant
Senior Investment Consultant
Barry Greenberg has been in the investment business since 1986, and joined The Mockovciak Woolley Group in July 2004.
In addition to founding and directing the Financial Planning Department at another financial services firm, Barry co-founded and ran the Insurance/Annuity Department at two Dallas-based regional brokerage firms.
Barry earned a BBA in Finance from the University of Texas and holds the CERTIFIED FINANCIAL PLANNER™ certificate. He also completed the Securities Industry Association’s Securities Industry Institute Program at The Wharton School at the University of Pennsylvania.
In his spare time, Barry coaches youth soccer and lacrosse. He resides in Dallas with his wife, Sandi, and their children, Miles, Alex and Nicole.
Senior Vice President
Jayson Bales is a Director of Baird's Private Wealth Management. With 17 years of experience in financial services, Jayson has achieved success of note in a relatively short period managing almost $100m in client assets for a limited number of families. In 2009, Jayson started his own advisory firm, Clermont Capital, where he maintained a partnership with Spectrum Financial Group. In 2011, Jayson was named Spectrum's Advisor of the Year and he has, five times, been named a distinguished financial adivsor by Five Star Wealth in Texas Monthly magazine. Jayson served as the youngest member on the financial services board for one of the country's largest United Methodist churches, Highland Park UMC.
With a degree in journalism, Jayson is also a published author with contributions to various newspapers, magazines, and blogs across Texas on everything from politics to baseball to music to finance. Jayson has interviewed a variety of individuals such as George W. Bush, Earl Campbell, Ann Richards and Oliver North.
When he is not helping his clients, Jayson has a second career as a musician, songwriter, and community leader. In addition to his commitment to the arts, Jayson has raised money and contributed time to various community programs, including Costa Rican Methodist Chldren's Home, Dallas Music Partners, and the Carter Albrecht Music Foundation. Currently, Jayson is an advisory board member for The Dallas Foundation and board member with The Friends of Katy Trail. At the end of the day, Jayson's most important role is that of a husband and father to his wife Amy, and their three boys, Silas, Bennett, and Henry. His hobbies include music, baseball and running distance races.
Senior Vice President
Matt Woolley is a Senior Vice President of Baird’s Private Wealth Management. He has been in the investment business since 1997 and joined with John Mockovciak in March of 1998. Matt and John have worked side by side for 17+ years and share the same investment principles, values and ethics that has come to identify their practice.
He received a B.A. from Southwest Texas State University in San Marcos, Texas and currently provides financial planning and risk management services to individuals and families across the country. Matt helps investors identify and map out their goals and objectives to create a blueprint for them to follow that helps them achieve their objectives. Matt helps clients with the selection of specific investments utilizing research from multiple sources.
In his free time, Matt enjoys spending time with his wife, Heather, and their children, Cooper, Max, and Jake. They and their dogs enjoy relaxing at their Cedar Creek Lake retreat.
Rhonda Elkins began her career in the securities industry as a New Accounts Representative at Dean Witter in 1990. Over the years, Rhonda has gained knowledge working in the Margin, IRA, Account Transfers, and Correspondent Clearing departments at various firms. Rhonda came to Baird in June 2010 from Jefferies & Company where she worked on the OTC and Correspondent Trading Desk.
Rhonda is married with 2 daughters, Ashleigh and Whitney. She enjoys spending time with family and traveling. Rhonda and her husband Bryan live in Rowlett. Their oldest daughter Ashleigh, recently graduated with her MBA in Finance from Dallas Baptist University. Whitney, their youngest daughter, attends the University of Arkansas where she is pursuing a degree in Finance.
Wendy Jo Smith
Wendy Jo Smith began her career in the securities industry as a No-Name accounts clerk with Dean Witter in 1985. Through the years, Wendy has gained knowledge in all aspects of the operational area within the financial industry. While working her way up in all departments within the branch, she accomplished her goal of becoming on Operations Manager for the largest branch in the Dallas area. After leaving Dean Witter, now know as Morgan Stanley, Wendy worked at LPL Financial for 4 ½ years. She joined R.W. Baird in September of 2013 as a Client Relationship Assistant.
She has two children, Nick and Kasey. Nick, works in Odessa, Texas in the oilfield business while Kasey, attends Texas Tech University in Lubbock pushing towards her nursing degree. Wendy Jo enjoys spending time with her children, family and friends and loves living life to its fullest.
Jennifer L. Elkins
Jennifer L. Elkins joined Robert W. Baird & Co. in 2013 as a Registered Client Relationship Associate for Jayson Bales. After graduating from Central Texas Commercial College in 1991, Jennifer began her career in the financial services and securities industry in 1992 with Dean Witter. With over 22 years in the financial services industry, much of that time focused on institutional finance and with one firm, Jennifer has gained comprehensive knowledge and is a leader among her peers. Additionally, at Baird and working with Jayson, Jennifer has been tapped as a leader, being named the Training & Communication Liaison for Baird’s Dallas operations.
Jennifer and her husband Chad have one daughter, Haleigh, who graduated from the University of North Texas in 2015 with a degree in Integrative Studies. In her spare time, Jennifer enjoys sightseeing around town and trying new restaurants with her husband as well as traveling with her family.