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.
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...
Julie Tapke, CFP®
Director
Julie joined Baird in 2015. She brings more than fifteen years of experience in the financial and investment business. Julie specializes in financial planning, retirement strategies and corporate retirement plans. She is also...
Justin Dammel, CFA®
Director
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...
Karen Keuper, CFP®
Associate Financial Advisor
Karen brings over 13 years of advising clients in the financial services industry. Previously a commercial banker, her understanding of structuring corporate debt, analyzing financial statements, managing risk, and working with...
Rachel King
Senior 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...
Kyle Hurles
Associate Financial Advisor