Our Team

Team

How We Work

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our 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 us today to explore a partnership with Baird.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Craig Nicholson

Director

817-339-3410

cnicholson@rwbaird.com

Over his 40 years of experience in investment management, Craig has successfully helped hundreds of investors navigate every type of market environment, including the runaway inflation of the early '80s, the savings and loan crisis of...

Paul Davis, CPWA®

Director

817-339-3412

pdavis@rwbaird.com

Paul Davis has more than three decades worth of experience in capital markets, portfolio management, derivative trading, alternatives, and syndicate trading of IPOs and secondaries. His passion is helping entrepreneurs, executives,...

JR Seitz

Financial Advisor

817-339-3404

jseitz@rwbaird.com

After graduating from TCU in 2021, J.R. recently passed his series 7 and series 66 exams. He started at Baird in June 2021 in a client assistant role and has joined the Financial Advisor training program with the intention of...

Jeniree Sanchez, CFP®

Client Planning Specialist

817-339-3475

jsanchez@rwbaird.com

Jeniree joined Baird in 2018 and has more than five years of industry experience. Before joining the Nicholson Davis Group, she was a Registered Representative at TD Ameritrade. She earned her bachelor’s degree in finance from...

Eric Wikstrom, CPA, CFP®, CPWA®

Tax Strategist

Eric joined Robert W. Baird & Co. in 2021 as a Tax Specialist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan investments. Throughout his...

Jason Spitz

Business Owner Solutions

Jason joined Baird in 2019. Prior to Baird, he joined Hilliard Lyons in 2017 and held positions as a full-time MBA intern. He worked on business valuation assignments and provided assistance with research, financial modeling and...

Melanie Schmieding, CTFA

Director of Family Wealth

As Director of Baird Family Wealth, Melanie is responsible for the development of HNW and UHNW solutions and resources within Baird Private Wealth Management, supporting The Hock Group advisors and their clients. Prior to joining Baird...

Rachel McClintock

Client Assistant

817-339-3432

rmcclintock@rwbaird.com

Tim Steffen, CPA/PFS, CFP®, CPWA®

Director of Advanced Planning

Tim originally joined Baird in 1999 serving in a variety of planning-oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in...