Annie Muck, CFP®
Associate Financial Advisor
David Burchfield, CPWA®, CIMA®
Senior Vice President, Financial Advisor
David joined Baird in 2019 and formed The Burchfield Group. He has over 25 years of experience and previously oversaw ~$1.1 billion in assets at Charles Schwab as a Vice President and Senior Financial Consultant. David has...
Joanna Heckman, CFP®, CPWA®
Vice President, Financial Advisor
Mark Nicolet, CFP®
Vice President, Financial Advisor
Experience & BackgroundMark is passionate about helping people make confident financial decisions and stay on track toward their goals. He works closely with individuals, families, and business owners to simplify complex financial...
Taylor Paules, CFP®, EA
Assistant Vice President, Financial Planner
Experience & BackgroundTaylor Paules is a CFP professional and Enrolled Agent (EA) who specializes in helping clients make smart, tax-efficient financial decisions. He works closely with individuals and families to develop...
