Broker Check

A  Solid  Foundation

For over two decades, Paula has been advising a select group of Very High-Net Worth Yacht Owners, Successful Business Owners, and Multi-Generational Families. Her seamless approach to Wealth Management involves a thorough understanding of clients' priorities, purpose and challenges while navigating the complexities and responsibilities of their wealth together.


J. Randall McLaughlin

J. Randall McLaughlin, CFA

Managing Director & Portfolio Manager, Specialized Asset Management

Brenda Hutchinson

Brenda Hutchinson, CFA

Managing Director & Portfolio Manager, Specialized Asset Management

Max Mann

Max Mann, CFA, CMT

Managing Director & Portfolio Manager, Specialized Asset Management

Maggie Savage

Maggie Savage, CFA

Managing Director, Portfolio Manager, Specialized Asset Management

Jaleigh White

Jaleigh White, CPA

Director, Baird Family Wealth

Andrew McKay

Andrew McKay

Managing Director, Business Owner Solutions

Robert Robes

Robert J. Robes, J.D. LLM

Director of Wealth Strategists

Mark Nickel

Mark Nickel, CFP®*

President & Chief Investment Officer, Baird Trust

Jonathan Raymon

Jonathan Raymon, J.D., CTFA

Vice President, Charitable Solutions Strategist

Laurence Kluth

Laurence Kluth

Equity Compensation Planning Manager, Wealth Management Advanced Planning

Timothy Steffen

Timothy M. Steffen, CPA-PFS, CFP®, CPWA®

Director of Advanced Planning, Managing Director

Sascha Schreiber

Sascha Schreiber, CFP®

Senior Financial Planner, Wealth Management Advanced Planning

Rick Holman

Rick Holman, J.D., CFP, CLU

Senior Estate Planner, Private Wealth Management

Kelsey Clair

Kelsey Clair, CPA

Sr Tax Strategist, Wealth Management Advanced Planning

Brian Kiger

Brian Kiger, CLU, CFP

Vice President, Highland Capital Brokerage

*Baird Trust Company, a Kentucky state chartered trust company, is owned by Baird Financial Corporation ("BFC") and is affiliated with Robert W. Baird & Co. Incorporated (an SEC-registered broker-dealer and investment adviser), and other operating businesses owned by BFC. Not all trust services offered by Baird Trust are available in every state and/or location. Baird Trust does not provide legal advice.

Baird does not have any formal relationships or arrangements with any of the External non-Baird Resources listed above. This list should not be considered an endorsement of the products or services offered by these individuals or their firms.

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