Our Profile

Our clients are successful individuals, families, institutions and organizations who value comprehensive financial planning, straight talk, excellent service and active management of their investments.  Strong personal relationships, putting the client’s interests first and listening more than talking are a few of the foundations of our practice.

 

Chuck Wheeler

Senior Vice President, Branch Manager
515-222-9065
cwheeler@rwbaird.com

Chuck is the senior member of the Baird team and the Branch Manager of the West Des Moines office. Chuck brings more than 35 years of investment expertise to his client relationships. As a Financial Advisor, Chuck has extensive knowledge in equity market investments and leads our branch equity research efforts. As an example of his commitment to research and due diligence of our investment ideas, Chuck has participated in research calls for more than 35 years.

Chuck is active in the Cathedral Church of St. Paul’s in Des Moines and the Episcopal Diocese of Iowa. Chuck and his wife, Tracy, have four adult children.

Alec Turner

Vice President, Financial Advisor
515-222-9157
aturner@rwbaird.com

Alec has been with Baird more than 20 years. His expertise in portfolio management includes actively and passively managed strategies used with individual clients. He also has extensive experience in fixed- income, especially municipal bonds for both individual & institutional clients.

Alec is active in church, civic and service organizations including Southwestern Community College Education Foundation, First Presbyterian Church of Corning and the Corning Rotary Club. He is also a managing partner of a family farm operation in Adams County. Alec and his wife, Nancy, have two grown children.

Mike Milligan, CFP®

Financial Advisor
515-222-9038
mmilligan@rwbaird.com

As a CERTIFIED FINANCIAL PLANNER™ professional, Mike engages his high net worth clients in comprehensive financial planning. He serves as quarterback of their financial team; coordinating their assets to align with their goals and objectives. Mike uses highly individualized portfolios, including Double Tax/Federal Tax Exempt bond ladders, individual stocks and ETF’s to balance client’s risk and return.

Mike has served on the Home and School Board of St. Augustin Catholic School and the Board of the Boys and Girls Clubs of Central Iowa.  He coaches the St. Augustin Flag Football team. Mike and his wife Megan have three boys; Flynn, Roan and Liam.

Ross Dickinson

Financial Advisor

Education:

Bachelor of Business Administration in Finance
The University of Iowa, 1981
Masters of Business Administration Drake University, 1992

Licenses:

Series 7, 66

Employment History:

Baird, 2010-present

Karen McKamy, CFP

Administrative Office Manager

Karen is our branch Administrative Office Manager, holding both FINRA Series 7/63 and Series 9/10 licenses. She joined Baird in 1996. Karen is the supporting manager of the Wheeler Turner Milligan Group, overseeing operations; which includes providing a high level of client service for various client requests, calculating and rebalancing portfolios, and account opening and maintenance.

Karen graduated from Iowa State University with a Bachelor of Arts in English. She currently lives in Waukee with her family and enjoys reading, crafting and traveling.

Susan Colosimo

Client Assistant

Susan joined Baird in 2005 and has more than 15 years of Client Assistant experience in the financial services industry. She provides a high level of client support and operational assistance to our team.

Susan is a lifelong Des Moines south-sider where she lives with her husband Charlie. They have four children; Charlie, Mario, Betsy & Olivia. Susan enjoys traveling, gardening and spending time with her family & new grandson.

BAIRD HIGHLIGHTS