Broker Check

Meet Our Team

Financial goals rarely achieve themselves. They require comprehensive planning that starts with an understanding of where you are today, where you want to go and the changes and challenges you may face along the way. With access to deep and specialized expertise, we can help ensure you get there.

Adam Estes AAMS®, AIF®, QPFC®

Director, Financial 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...

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Michael Holland CFP®, CPWA®

Vice President, Financial 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...

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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 ...

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Allen Hamilton

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...

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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 …

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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...

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Clara Belding

Client Assistant


In December ‘21 Clara graduated from University of Louisville’s College of Business with a degree in Marketing and Finance. She also worked full-time at Fifth Third Bank as a personal banker gaining 3+ years of experience...
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Our Trusted Partners

A Partnership Approach – We work with attorneys, CPAs and your other professional advisors to ensure all of the advice you’re getting is working toward the same goal. Baird’s financial and estate planners have more than 80 years of combined experience, and most possess advanced professional degrees or certifications in their areas of expertise.

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..

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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...

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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...

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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...

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