My Profile

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew me to Baird and remain central to my ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.Learn more about the client-focused service for which Baird is so well-known. Contact me today to explore a partnership with Baird.

Matt Woolley

Director

Matthew Woolley is a Senior Vice President of Baird’s Private Wealth Management. He has been in the investment business since 1997 and joined Baird in April 2003. He received a B.A. from Southwest Texas State University in San...

Wendy Williams

Client Assistant

214-373-2916

wwilliams@rwbaird.com

Paul Pesek

Client Assistant

214-373-2939

ppesek@rwbaird.com

Our Advanced Planning Team

Brad Bartick, CFP®, CWS®

Wealth Planner

Eric Wikstrom, CPA, CFP®, CPWA®

Tax Strategist

Michael Oehler, JD, LLM

Wealth Strategist

Tim Steffen, CPA/PFS, CFP®, CPWA®

Director of Advanced Planning