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Meet Our Team

Tony Backert, AIF®

Senior Vice President, Financial Advisor

(502) 326-1526

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.

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Bradley Walker, CPFA®

Senior Vice President, Financial Advisor

(502) 326-1500

With over 22 years of industry experience, Brad specializes in the development and maintenance of sound investment stewardship for institutions and individuals alike.

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Bill Fuller, Jr., CPFA®

Vice President, Financial Advisor

(502) 326-1525

Bill brings over 20 years of asset management, administrative and financial planning experience. Bill manages client portfolios and directs participant education and retirement planning within the teams’ 401(k) and 403(b) client base.

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Mickie Vallandingham, CPFA®

Senior Client Specialist

(502) 329-7567

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...

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Shelley Smith

Client Assistant

(502) 329-7569

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...

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