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
Experience & Background Joanna joined The Burchfield Group in 2024 as a Vice President and Wealth Management Strategist. Prior to joining Baird, Joanna spent over a decade at Charles Schwab as a Vice President and Senior Financial...
Taylor Paules, CFP®
Assistant Vice President, Financial Planner
Taylor Paules is the newest addition to The Burchfield Group. As a CERTIFIED FINANCIAL PLANNER™, he adds a wealth of knowledge and experience to the team. His background and skillset are heavily concentrated in Financial...
