Broker Check

Meet Our Team

Tony Backert, CWA®

Senior Vice President, Financial Advisor

(502) 326-1526

As an administrator and business owner for multiple companies over a 23-year period, Tony Backert understands the problems that can arise for business owners and plan administrators and works to design and implement the best solutions.

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Bradley Walker, CWA®

Senior Vice President, Financial Advisor

(502) 326-1500

With over 22 years of industry experience, Brad specializes in the development and maintenance of sound investment stewardship for institutions and individuals alike.

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Bill Fuller, Jr.

Vice President, Financial Advisor

(502) 326-1525

Bill brings over 20 years of asset management, administrative and financial planning experience. Bill manages client portfolios and directs participant education and retirement planning within the teams’ 401(k) and 403(b) client base.

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Mickie Vallandingham, CPFA

Senior Client Specialist

(502) 329-7567

Mickie has been in the financial services industry since 1989. She brings knowledge from operations to Financial Consulting and now will be working within the teams’ Qualified Plans client base from development to implementing...

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Shelley Smith

Client Assistant

(502) 329-7569

Shelley Smith has been with Baird since 1995 and after starting in Operations, has occupied a myriad of positions over her 23 year tenure. Shelley started in our back office operations and managed our bond calls and maturities...

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Our valued resources from the Corporate Office

Louisville Corporate Office

Mark Nickel

President - Baird Trust Company*

(502) 588-1227

Max Mann

Portfolio Manager, Baird Equity Asset Management

(414) 298-2414

*Baird Trust Company, a Kentucky state chartered trust company, is owned by Baird Financial Corporation ("BFC") and is affiliated with Robert W. Baird & Co. Incorporated (an SEC-registered broker-dealer and investment adviser), and other operating businesses owned by BFC.  Not all trust services offered by Baird Trust are available in every state and/or location.

Holders of an Accredited Investment Fiduciary (AIF) designation and/or the Certified Plan Fiduciary Advisor (CPFA) designation have demonstrated required knowledge and expertise in working with retirement plans.  Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services.  Baird and your Baird Financial Advisor do not act a fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services.  For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.