Dave McKinney
Financial Advisor
Prior to joining Baird and the Private Wealth Management industry in 2024, Dave worked in the Telecommunications industry for 13 years. Recently, he was an Operations Manager for a local fiber optic services provider, Smithville. His...
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Jasmin Herzig
Client Assistant
Jasmin joined Baird’s Bloomington office in the spring of 2025. She graduated with a Bachelor’s in Computer Science from the Indiana University Luddy School of Informatics, Computing, and Engineering in 2024, with a minor in German....
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Jeff Main, CDFA®
Director | Branch Manager
Vadim Morozov
Financial Advisor | Associate Branch Manager
Heather Medlock
Vice President | Branch Administrative Supervisor
James Guckenberg, J.D.
Estate Planner
Eric Wikstrom, CPA, CFP®
Tax Strategist
Michael Burzynski, CPA
Senior Tax Strategist
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.