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.
Paula R. Chesser, CSA
Senior Vice President & Senior Investment Consultant
J. Randall McLaughlin, CFA
Managing Director & Portfolio Manager, Specialized Asset Management
Brenda Hutchinson, CFA
Managing Director & Portfolio Manager, Specialized Asset Management
Max Mann, CFA, CMT
Managing Director & Portfolio Manager, Specialized Asset Management
Maggie Savage, CFA
Managing Director, Portfolio Manager, Specialized Asset Management
Jaleigh White, CPA
Director, Baird Family Wealth
Andrew McKay
Managing Director, Business Owner Solutions
Robert J. Robes, J.D. LLM
Director of Wealth Strategists
Mark Nickel, CFP®*
President & Chief Investment Officer, Baird Trust
Jonathan Raymon, J.D., CTFA
Vice President, Charitable Solutions Strategist
Laurence Kluth
Equity Compensation Planning Manager, Wealth Management Advanced Planning
Timothy M. Steffen, CPA-PFS, CFP®, CPWA®
Director of Advanced Planning, Managing Director
Sascha Schreiber, CFP®
Senior Financial Planner, Wealth Management Advanced Planning
Rick Holman, J.D., CFP, CLU
Senior Estate Planner, Private Wealth Management
Kelsey Clair, CPA
Sr Tax Strategist, Wealth Management Advanced Planning
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.