Kyle Walker, CFP®
Financial Advisor
Kyle has been in the financial services industry for over 13 years. He believes that a well-designed financial plan is the most significant tool clients can use to achieve their financial goals...
Sara Holler, CPWA®, WMCP®
Financial Advisor
Sara spent the first half of her career on the institutional side of finance. She owned and operated her own hedge fund in Charlotte NC and London England. When she sold her company, her husband - Jeff, and two kids - Emily and Colton...
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LeeAnn Strickland
Branch Administrative Supervisor
LeeAnn Strickland is a native of Greenville, SC. She joined Hilliard Lyons, which later merged into Baird, in May of 2014 and has over 15 years of experience in the securities industry. Every day, LeeAnn works with clients and...
Jessica Bell, JD, CPWA®
Senior Estate Planner
Kristen L. Banks, CPA
Tax Strategist
Linda Grant-Smith, EA, CPWA®, CFP®
Wealth Strategist
Erica Kroll, CLTC®, CLU®
Senior Insured Solutions Consultant
Andy McKay
Director of Business Owner Solutions
Andrew Means
Director of Investments
Ross Mayfield, CFA
Investment Strategist
Mike Antonelli
PWM Market Strategist