127 West Berry Street
Director, Associate Branch Manager
Jake was raised on a dairy farm in rural Huntington County and graduated from Huntington North High School. He received his finance degree from Valparaiso University’s College of Business Administration, began his career as an...
Daniel is an alumnus of Ball State University, where he graduated with a Bachelor’s degree in Financial Planning and Investments. He holds Series 7 and Series 66 securities licenses, as well as Life and Health insurance. He also...
Matt is an alumnus of Ball State University, where he graduated with a bachelor’s in Finance. He continued his education at Northwestern University to earn the designation of CFP®. Rounding out his education he received his...
Jen started her career in the securities business with Lincoln Financial Group in 2011 and joined Baird in 2014. As the Client Associate, she facilitates client-advisor communications and works proactively to monitor and complete...
Branch Operations Assistant