Mark Naber
Financial Advisor
Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve...
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Kit Carter
Financial Advisor
My mission is to always go with my highest conviction with the utmost degree of integrity. To continue to be proactive and help educate each client and also give them greatest peace of mind and clarity for the future using very...
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Samuel Davidson
Client Specialist
Sam started his career in financial services as an intern in 2021 and joined the team full time in 2024 after graduating from Bellarmine University with a degree in Business Administration. His favorite part of his role as a Client...
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Aiden Kays
Client Assistant
Aiden Kays is a Client Assistant with Baird Private Wealth Management, where he supports advisors and clients by helping deliver a high level of service and personalized wealth management experience. Aiden graduated from the University...