Baird Chicago
The Dahl Pennise Group | Chicago
Eric Dahl, CFP®, CPWA® and Tim Pennise, CFP®, CPWA®
Joined Baird in 2019
"Working for a firm that is both privately held, and employee-owned, reinforces to our clients that their interests matter more than anything else. The people who work here have “skin in the game”. They are literally invested in their work. The level of care and responsibility taken each day by Baird employees for Baird clients is truly impressive. This is the type of culture we wanted for the families we serve as well as our own."
Rebekah Berry, CFP®, CDFA® | Chicago and Elgin
Joined Baird in 1999
"I chose to work for Baird because its employee-owned structure fosters a culture where long-term decision-making is prioritized, allowing us to focus on what’s best for our clients and employees rather than being driven by the pressures of quarterly earnings calls. This ownership model empowers us to build lasting relationships and deliver sustained value. Additionally, the tremendous support from Baird’s leadership team and internal business partners creates an environment where collaboration and innovation thrive, making it an ideal place to grow and succeed. Together, we are committed to a shared vision that benefits everyone involved."
Gabrielle Fabre, CFP® | Winnetka
Joined Baird in 2019
"After I decided I wanted to be a financial advisor, I realized how important it was to find a firm that shares my values. Baird is like a family to me, and I am honored to be a part of it. Whether it’s the experts in Milwaukee, or my branch administration team here in Winnetka, we all work together to put our clients’ needs first. I am also a proud shareholder of Baird stock. Employee ownership gives all of us a personal stake in our clients’ success!"
The Park Morrin Group | Oak Brook
Scott Park and Aimee Morrin, CFP®
Joined Baird in 2022
"We chose to move our practice to Baird because they were employee owned and really seemed to cater their business practices to the advisor and client. We were blown away by all of the people who welcomed us into the Baird family! From other advisors who treat you like part of their team (and not like a competitor), to wealth management experts who support our business and work face to face with our clients as an extension of our group, to a supportive back office who always answer the phone with a great attitude and lead with “yes, we can do that for you”. Everyone truly wants to share their secret sauce, make things easier, and help us succeed!"
