Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Kyle P. Everett, QPFC
Senior Vice President | Financial Advisor
574-247-6855
Kyle Everett is a Financial Advisor with Baird. He graduated from the Kelley School of Business at Indiana University with a degree in Finance. Kyle joined Baird in 2007. He holds his Series 7 and Series 66 licenses, as well
John N. Stscherban
Vice President | Financial Advisor
574-247-6855
John joined Baird and the Stscherban Group at the beginning of 2014 and is currently a Financial Advisor. He received his B.S. in Mechanical Engineering from Western Michigan University in 2011 and was part of both the WMU Sailing and...
Jodi L. Finn
Vice President | Branch Administrative Supervisor
574-247-6855
Jodi has been in the investment business since 1987, where she started as a wire operator at Raffensperger Hughes before becoming a sales assistant at Baird in 1991. She began working directly for Paul in January of 1992 and has held...
Julie A. McConnell
Client Assistant
574-247-6855
Julie Holt is a Client Associate with Baird. She started in the investment business in 1998. She has been in the client relationship aspect of the business since she began in the industry. Julie assists with the scheduling and...
Heather M. Brockie
Client Specialist
574-247-6855
Heather joined the Stscherban Everett Group in 2021 as a Client Assistant. She graduated with distinction in 2010 from Purdue University Northwest receiving her bachelor’s degree in liberal arts. Heather majored in business with...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.