Our Team

Rob is a graduate of Western Kentucky University where he received his B.A. degree in Mass Communications and Speech. He is also a graduate of the Securities Industry Association Institute at Wharton Business School at the University...

Scott earned his B.A. degree in Real Estate and Finance from Eastern Michigan University. From college, Scott went on to work in real estate acquisitions, dispositions, management and finance. He also held a sales and management...

A lifelong resident of Evansville, Eric received his undergraduate degree in History and Political Science from Indiana University Bloomington in 1990.Eric understands that everyone’s circumstances are unique to them and those...

Kim is a graduate of Purdue University where she received her B.S. degree in Accounting and joined Baird in 2018. Kim holds the Certified Public Accountant (CPA), Certified Divorce Financial Analyst (CDFA®) and the Chartered...

Jill joined Baird in November 1986 and is securities registered with her Series 7 and Series 63 licenses. In Jill’s role as a Senior Client Specialist, she wears multiple hats supporting The Wathen, Lobel, Miller, Schultz Group...

Mary joined Baird in 2000 and works as our team's business manager as well as one of our team's administrative professionals. Mary holds her insurance license and is fully licensed with the Financial Industry Regulatory...

Beth joined Baird in March 2022 and works as our team’s administrative professional. Beth is a graduate of University of Southern Indiana where she received her B.S. degree in Marketing. She is studying to obtain her Series 7...