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Your trust. Our expertise.


Our responsibility to our clients comes first. From wealth management to tax, estate and retirement solutions, our insight and financial strategies can help make your investment goals a reality.

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Welcome to Baird, Andrew Williams!

Join us in welcoming Andrew Williams, Vice President and Financial Advisor to Baird. With over 8 years of experience and a strong client centric focus, we're looking forward to working closely with Andrew. 

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Now Offering "Ask Anything" Sessions!

Complimentary, no-obligation, 20-minute phone conversations to help answer any questions!

Here are a few examples of questions asked in the past:

  • How do I know if I am on track for retirement?
  • How do advisor’s charge fees?
  • How do I read my investment account statements?
  • Do I have the right asset allocation?
  • How do I ensure a plan is in place for my family?

Whether you're new to Baird, or friends & family of a current client, we're happy to answer any questions you may have.

20 minutes of our time is yours!

SCHEDULE YOURS TODAY!

Our Team

 Robert  Wathen II

Robert Wathen II

Senior Vice President, Financial Advisor

812-428-5113

812-428-8697

Scott  Lobel

Scott Lobel

Senior Vice President, Financial Advisor

812-428-5178

812-428-8697

 Eric  Miller

Eric Miller

Vice President, Financial Advisor

812-428-5120

812-428-8697

 Beth  Vincek

Beth Vincek

Client Specialist

812-428-5119

812-428-8697

Brenna Sauer

Brenna Sauer

Client Assistant

812-428-5110

812-428-8697

Our Focus

Our Focus

Our priority is helping you take care of yourself and your family.

We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

About Baird

About Baird

In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management. Putting you first, no matter what - that's how Baird has been doing business for more than 100 years.

20 Minute - Ask Anything

20 Minute - Ask Anything

Whether your friends, family, or colleagues know what they want to focus on or they don’t know what they don’t know, you can give them access to us and our expertise in the form of a 20-minute Ask Anything Session. If they are a friend of yours, they are a friend of ours. We offer Ask Anything Sessions, which are simply 20-minute phone conversations to help answer ANY questions they may have. Learn more today!

The Informed Investor

The Informed Investor

Five Key Concepts for Financial Success

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See How We Work With You

See How We Work With You

Let's talk about your investment strategies.

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Baird Trust Quarterly Commentary

Baird Trust Quarterly Commentary

We create strategies that are tailored to your goals.

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Have you signed up for Wealth 360?

Have you signed up for Wealth 360?

Explore all the benefits of having your finances in one plan.

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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Interested in a complimentary consultation?

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