Best-in-State Wealth Management Team
2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25
Elevate Award 2025
We are proud to congratulate Kyle Everett on recently receiving the Elevate Award, a well-deserved recognition of his outstanding contributions and leadership with the South Bend Museum of Art.
Best-in-State Wealth Management Team
2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24
Gen Wealth Advisor 2024
2024 FORBES Top Next-Gen Wealth Advisors Best-in-State. Published 8/8/24, rankings based on data as of 3/31/24
2023 Branch Administrative Supervisor of the Year
Please help us congratulate Jodi Finn for being honored with Baird's 2023 Branch Administrative Supervisor of the Year Award! This prestigious award is selected from all Baird offices nationwide. Jodi was recognized based on outstanding performance in the areas of leadership, advancing associates' contributions towards wealth management strategy, associate engagement, inclusion, and retention
Congratulations, Jodi!
