Bill has been with Hilliard Lyons, now Baird, for over 30 years. A lifelong Louisville resident, Bill attended Washington and Lee University earning a Bachelor of Arts Degree in Politics with a concentration in Economics. He holds the FINRA Series 7, 65, and 63 securities licenses. As a Registered Investment Advisor he focuses his practice on fee based discretionary asset management for high net worth individuals.

Nicole is an Assistant Vice President and Financial Advisor, who has been with The Wobbe Group at Baird for over 18 years.  She earned a Bachelor of Arts in Business Administration from Bellarmine University and currently holds her FINRA Series 7, Series 66 and Life and Health licenses.  Nicole has also earned one of the industry’s top designations, THE CERTIFIED FINANCIAL PLANNER®.  CFP® professionals are held to a fiduciary standard and must meet rigorous education, training, and ethical standards,  in order to serve our clients’ best interests. 

Nicole, along with The Wobbe Group, uses the financial planning process to get a better understanding of a client’s financial goals, aspirations and to build a deeper relationship .  We take some of the most complex issues such as investment, retirement, and estate planning, and simplify them, so clients can fully understand how their financial picture looks today and what it will look like moving forward. We take great pride in helping client’s pave the way towards their financial success.

Steven is committed to building meaningful relationships with his clients, taking the time to understand their unique goals, values, and circumstances. By tailoring each financial plan to fit the individual’s situation, he ensures that every strategy is both personalized and effective for his client's needs. His client-first approach reflects his dedication to helping people navigate their financial journey with confidence and clarity.

Before joining Baird, Steven held healthcare leadership roles across multiple states, focusing on strategic planning and financial performance for physician practices. Steven is a first-generation college graduate with a degree in Finance and Marketing from the University of Kentucky as well as an MBA and MHSA from Xavier University. He holds Series 7 and 66 licenses, along with a Health and Life Insurance License in Kentucky.

Outside of work, Steven enjoys time with his wife Jennifer and three sons Harrison, Cooper, and Hayes. Steven also serves on several local boards, and is passionate about Kentucky Wildcats sports, travel, cooking, and adding to his bourbon collection.

Click Here to Schedule Your Ask Anything Session with Steven 

Amanda has been with The Wobbe Group for over 5 years. She holds a Bachelor of Science Degree from the University of Louisville and began her career with Hilliard Lyons, now Baird, after college. After several years in Operations she moved on to the Wealth Management side of the business while remaining at Hilliard. Her 22 years of experience brings vast knowledge to the team and she hopes to assist you with any of your administrative service needs.

Carol has been with The Wobbe Group for over 5 years and brings to our team a wealth of experience in the investment industry that spans over 27 years. She attended Hanover College and began here career at Hilliard Lyons, now Baird, where she gained knowledge in Operations and Research before deciding to step into Wealth Management to work directly with clients. She has spent the majority of her time in Customer Service and is looking forward to servicing you administratively. She can assist with any account related service needs.