Advisors
Craig Vander Leest CFP®
Managing Director
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.
Doug Wenzel, CIMA®
Family Wealth Advisor
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...
Josh Mills, CFP®
Family Wealth Advisor
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...
Sam Tvedt, CFP®
Family Wealth Advisor
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...
Kara Prickett
Family Weath Advisor
Kaylee Montanez, CFP®
Financial Advisor Associate
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...
Sam Rechkemmer, CFP® WMCP®
Associate Financial Advisor