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Where do you want to go? We'll get there, together. 

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.

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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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Baird Trust Quarterly Commentary

Baird Trust Quarterly Commentary

We create strategies that are tailored to your goals.

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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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Words of Wisdom

"An investment in knowledge pays the best interest."  - Benjamin Franklin

Welcome to the family!

Welcome to the family!

The Baird Evansville, IN, office recently won the Branch of the Year award and a donation to the charity of our choice. As a result of the Baird Foundation’s donation and many of our associates charitable contributions, we raised over $10,000 for the Juvenile Diabetes Research Foundation (JDRF) in the fight to find a cure for Type 1 Diabetes.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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.

Meet 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

 Jill  Pate

Jill Pate

Senior Client Specialist

812-428-5101

812-428-8697

 Mary  Decamps

Mary Decamps

Senior Client Specialist

812-428-5146

812-428-8697

 Beth  Vincek

Beth Vincek

Client Assistant

812-428-5119

812-428-8697

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