Adam Estes AAMS®, QPFC®
Director, Family Wealth Advisor
A nationally recognized advisor, Adam first received "On Wall Street" Magazine's 'Top 40 Advisors Under 40' award at age 30. He has been honored in this publication 6 times over the course of his career. "On Wall Street" named Estes #1...
Allen Hamilton, CFP®
PWM Financial Planner
Allen Hamilton is a recent graduate of the University of Kentucky. He graduated summa cum laude with dual degrees in both Finance and Economics. Allen, a third generation UK athlete, also played golf at the University of Kentucky for 5...
Ashlee Hopper
Client Assistant
Ashlee joined Hilliard Lyons in 2012 as a Cash Associate in the Operations Department prior to the firm’s transition to Baird in 2019...
Aubrey King, QPFC®
Client Assistant
Aubrey is a graduate of the University of South Carolina Aiken where she earned a B.A. in English with a minor in Professional Writing and Secondary Education. She joined …
David Estes
Senior Vice President, Advisor
After attending Indiana University and serving in the military, David began his wealth management career with Baird in 1973. He has spent his entire career with Baird. David has gained significant experience and perspective through many ...
Chris Staples, JD
Chief Operating Officer
Chris Staples is the Chief Operating Officer of Baird Trust Company. Many of our clients have named the Baird Trust Company as Trustee of Trusts they’ve created, and Chris is instrumental in helping these clients understand the role...
Clara Belding
Client Assistant
Cory Gerkin, CFA, AQA
Portfolio Manager
Cory Gerkin is a Portfolio Manager within Baird Private Wealth Management. He is responsible for the Automated Quantitative Analysis (AQA) portfolios, which seek to determine and invest in the companies with the greatest..
Emma Daugherty
Client Assistant
J.R. Hensley, J.D
Estate Planner
Jennifer Solinger
Client Assistant
Jennifer is a recent graduate of the University of Kentucky with a double major in Accounting and Finance. She is currently studying for her CPA. During her time at UK, Jennifer was a member of the Wall Street Scholar’s...
Jonathan Raymon, CTFA, JD
Charitable Solutions Strategist
Jonathan is a Vice President and Charitable Solutions Strategist for Baird Trust. He provides trust administration and client service, focusing on charitable trusts and charitable organizations. He has 10 years of experience in the...
Michael Holland CFP®, EA®, CPWA®
Vice President, Family Wealth Advisor
A Summa Cum Laude graduate of the University of Kentucky (with a B.B.A in Finance), Michael has extensive experience as a financial planner and advisor. He specializes in high net worth planning strategies...
Tim Steffen, CPA-PFS, CFP® , CPWA®
Director of Tax Strategy
Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor...