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Our Profile

How We Work

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.

Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.

Meet Our Team

Trey Tapke

Managing Director


Trey joined Baird in 2015 and has more than fifteen years of experience in the investment business. He has a passion for the investment management process and leads the team’s investment strategy. Trey works with individual and...
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Julie Tapke, CFP®



Julie joined Baird in 2015. She brings more than fifteen years of experience in the financial and investment business experience. Julie specializes in financial planning, retirement strategies and corporate retirement plans. She is...
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Justin Dammel, CFA®



Justin has worked in the investment services industry for over twenty years. Prior to joining Baird in 2015, he worked in portfolio management and securities analysis with Gradison McDonald Investments, Fifth Third Bank and the Bank of...
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Rachel King

Client Specialist


Rachel joined Baird in 2015 and has more than eighteen years of experience in the financial services industry. She works as a Client Specialist and is responsible for the client service and operational functions for the team. Rachel is...
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