We are here for you. We are ready to listen to what is unique about your life – what you hope for and what worries you most.
Between our decades of experience and an amazing team of Baird experts alongside us, we can build a plan for your future…together.
Meet Our Team
The Stuard Group
Elaina C. Stuard
Director | Financial Advisor
Elaina Stuard has worked in the financial services industry since 1987. Her broad experience includes stock and bond analysis, portfolio management and financial planning. Elaina earned her MBA from Xavier University after graduating...
Michelle D. Chester
Client Specialist
513-758-8401
Michelle has over 20 years of experience in financial services, and she has served Baird clients since 2013. She has primarily focused on assisting clients with their cash management needs; including day-to-day expenses,...
Extended Team
Chad Afdahl
Manager - Lending/Liquidity Solutions
Jamie Awe, CPRC®
Senior Investment Product Consultant - Annuities
Kathy Carey, CFA®
Director of Private Wealth Management Research
Kelsey Clair, CPA®
Senior Tax Strategist
Darrian Hornedo, J.D.
Estate Planner
Heather Osborn, CFP®, AAMS®, CExP®, CWA®, CLU®
Director of Wealth Planning
Sascha Schreiber, CFP®
Wealth Planner
Timothy M. Steffen, CPA-PFS, CFP®, CPWA®
Director of Advanced Planning
Jaleigh White, CPA®, CPWA®
Director of Baird Family Wealth
Leo Whitt
Managing Director, Business Owner Solutions