Bill has 23 years of experience in the financial services industry, and has been a Financial Advisor with Hilliard Lyons and Baird since 2008. As a Financial Advisor, Bill brings over 23 years of asset management, administrative and...

With over 30 years of industry experience, Brad specializes in the development and maintenance of sound investment stewardship for institutions and individuals alike.

Colin has been with Vista Partners of Baird since 2022. Before joining the team he spent over 8 years as an officer in the active-duty Air Force and then transitioned into the Air National Guard, where he is still currently serving....

Erika Spear graduated from the University of Louisville in the Spring of 2024, where she pursued a degree in Finance. She has been interning with Baird during her studies since January of 2023 and has recently joined Vista Partners...

Mickie has been in the financial services industry since 1989. She brings knowledge from operations to Financial Consulting and now will be working within the teams’ Qualified Plans client base from development to implementing...

Shelley Smith has been with Baird since 1995 and after starting in Operations, has occupied a myriad of positions over her 23 year tenure. Shelley started in our back office operations and managed our bond calls and maturities...

As an administrator and business owner for multiple companies over a 23-year period, Tony Backert understands the problems that can arise for business owners and plan administrators and works to design and implement the best solutions.