Broker Check

Advisors

Craig Vander Leest CFP®

Managing Director

cvanderleest@rwbaird.com

Craig Vander Leest is Managing Director and Associate Branch Manager in Baird’s Cedar Rapids branch, having joined the firm in 2001. He is a detail-oriented advisor who is passionate about helping clients make informed financial decisions.

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Doug Wenzel, CIMA®

Family Wealth Advisor

dwenzel@rwbaird.com

Doug Wenzel is a Senior Investment Consultant at Baird, having joined the firm in 1996. He brings more than 32 years of wealth management experience to his relationship with a select number of high net-worth families and endowment...

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Scott Chipokas

Senior Investment Consultant

schipokas@rwbaird.com

Josh Mills, CFP®

Family Wealth Advisor

jmills@rwbaird.com

Josh Mills is a Financial Advisor at Baird, having joined the firm in 2006. With strengths in analysis and developing solutions, Josh is methodical and rational in his thinking as he helps families achieve their financial goals. Josh...

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Sam Tvedt, CFP®

Family Wealth Advisor

stvedt@rwbaird.com

Sam Tvedt is a Financial Advisor at Baird, having joined the firm in 2022. He specializes in retirement planning and charitable giving and has a passion for teaching financial literacy. Sam earned his bachelor’s degree in business and...

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Kara Prickett

Family Weath Advisor

kprickett@rwbaird.com

Kara Prickett is a Financial Advisor in Training with a background rooted in service and care. After an 18-year career in nursing, she transitioned into finance to pursue her passion for helping others create meaningful financial plans...
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Kaylee Montanez, CFP®

Financial Advisor Associate

kmcintire@rwbaird.com

Kaylee McIntire is an Associate Financial Advisor at Baird, having joined the firm in 2021. She has extensive expertise in tax planning, retirement income planning and employer stock award and deferred compensation management. Kaylee...

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Sam Rechkemmer, CFP® WMCP®    

Associate Financial Advisor

srechkemmer@rwbaird.com

Sam Rechkemmer is an Associate Financial Advisor at Baird. He joined the firm in 2023 after graduating from the University of Iowa with a bachelor’s degree in business and finance.Sam holds the Wealth Management Certified Professional...
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