Jeff Roberts is a veteran Financial Advisor at Baird, having joined the firm in 1982. He has dedicated his career to developing disciplined strategies that help clients pursue their financial goals – and brings over 35 years of investment experience working with multiple generations of families, business owners, non-profits and foundations.

Jeff earned his bachelor’s degree with honors from Vanderbilt University, and is a graduate of both the Securities Industry Institute and Wealth Planning Certification program at the Wharton School of Business, University of Pennsylvania. His career trajectory with Baird has included multiple positions, including servings as Louisville Branch Manager.

Outside the office, Jeff serves as a board member of the Louisville Orchestra and is the current Finance Chair. He has served on the session as Finance Chair, and currently on the Endowment Committee of Second Presbyterian Church.  He is a former board member of the Cabbage Patch, Wayside Christian Mission, Kilgore Samaritan Counseling Center, Baptist Hospital East, and Baptist Health Systems. He and Paula just celebrated 44 years of marriage and enjoy spending time with their five grandchildren. He also enjoys running, reading and golf.

Grant Roberts is a Financial Advisor at Baird who joined the firm in 2013. He brings a blend of advanced expertise and a passion for helping others to the team, and enjoys the opportunity to build lasting relationships with clients. 

Grant earned his bachelor’s degree from Furman University and also holds the Certified Financial Planner® designation, which he earned through Northwestern University. Prior to joining Baird, Grant worked as a financial analyst in Chicago – but soon returned home to Louisville to partner and learn from his dad, Jeff. He is a third-generation Financial Advisor.

Grant serves on the Board of Directors for the Cabbage Path Settlement House and also enjoys speaking to medical residents and the Senior Finance Capstone class at University of Louisville. He and his wife, Brie, have two children – and he enjoys biking, skiing and golfing in his spare time.

Todd Oetken is a dedicated Financial Planner at Baird, having joined the firm in 2007. He brings a vast amount of expertise to the Roberts Group and provides advice on issues affecting high-net-worth clients.

Todd earned his bachelor’s degree in business administration from the University of Kentucky, and has also earned five wealth management certifications over the course of his career. Todd began his career in real estate, following in his family’s footsteps – but ultimately found his calling as a financial advisor. 

Along with the work Todd does in the office, he has also been appointed by the Secretary of Treasury to the TaxPayer Advocacy Panel, where he served a three-year term in an advisor capacity to the IRS. Additionally, Todd has consulted for the U.S. military, where he has worked with military families in financial planning and credit counseling. He has also worked with a Special IRS task force to enhance financial education to low- and moderate-income families.

Sophie Stallings is an Associate Financial Advisor at Baird, having joined the firm in 2023. She is a graduate of Baird’s Financial Advisor Foundations program, where she spent fifteen months gaining experience and education in Private Wealth Management and other roles within the firm. She officially joined the Roberts Group in early 2025.

Sophie earned her bachelor’s degree in finance with a focus in personal wealth management from the University of Alabama. She has also earned her Certified Financial Planner® designation and is an Enrolled Agent for the IRS. 

Sophie volunteers for VITA, preparing tax returns for low- and moderate- income families. She is also on the operations committee for Mercy Academy. Outside of the office, she enjoys spending time with family and friends, reading, and traveling. She is happy to be back in her hometown of Louisville.

Allison Diaz is a Client Assistant for the Roberts Group. She has worked for Baird, & previously Hilliard Lyons since 2008. However, Allison has worked in the financial services industry for over 25 years serving multiple roles. She has found her calling in directly supporting the administrative needs of clients. She takes pride in providing a friendly, yet professional & prompt approach to client needs.

Allison attended Western Kentucky University, and then decided to move to Florida. She lived there for eight years working in retail banking, then decided to return to her hometown of Louisville to pursue her fulfilling career.

Outside of work, Allison loves spending time with her husband & 2 children. As a family they enjoy vacationing, going to the lake, & traveling back to Florida for a visit at every opportunity.

Alisha is a Client Service Associate for the Roberts Wealth Advisory Group. She brings over 15 years of experience in the financial services industry and is dedicated to providing thoughtful, client-first service.

Alisha moved from Fort Wayne, Indiana in the early 2000’s and finished her bachelor’s degree at Indiana University Southeast. She started her career in banking, learning several different roles in the banking center. 

She has two teenagers who have provided many joys over the years. They like to travel together and are looking forward to high school and beyond. In her free time, she likes to read, garden, and hike.

Will is a Senior Vice President and Trust Strategist for Baird Trust. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. Will has over 30 years of experience in trust and estate planning and administration. He is a member of the Kentucky and Louisville Bar Associations. He is also a member of the Louisville Estate Planning Counsel. Prior to joining Baird Trust, Will spent four years with the law firm of Greenebaum Doll & McDonald in Louisville, where he focused primarily on estate administration, estate planning, and trust administration. Will holds a Bachelor of Science from the University of Tennessee and a J.D. from the University of Louisville. He serves on the Board of Directors for Crescent Hill Community Council, Friends of the Crescent Hill Library, and KET Louisville. Will joined our firm in 1990.

^{* Baird Trust Company, a Kentucky state chartered trust company, is owned by Baird Financial Corporation ("BFC") and is affiliated with Robert W. Baird & Co. Incorporated (an SEC-registered broker-dealer and investment adviser), and other operating businesses owned by BFC. Not all trust services offered by Baird Trust are available in every state and/or location. Baird Trust does not provide legal advice.”} 

Daron is a Senior Vice President and Portfolio Manager for Baird Trust. He has over 20 years of experience in the investment industry. Daron is Series 7 and Series 66 securities licensed.

Daron spent two years at Stock Yards Bank & Trust Company as a Portfolio Manager. Before that, he was a Portfolio Manager and Principal of First Kentucky Trust Company specializing in fixed income portfolio management. Before that, he was a Portfolio Manager with Commonwealth Bank & Trust Company. He received a B.A. in finance from University of Kentucky and an M.B.A. from University of Louisville. Daron is graduate of Louisville’s Fund for the Arts NeXt! Leadership Development Program. He is a member of both the Board of Governors and Investment Committee of the Speed Art Museum, along with other civic groups. Daron joined our firm in 2013.

^{* Baird Trust Company, a Kentucky state chartered trust company, is owned by Baird Financial Corporation ("BFC") and is affiliated with Robert W. Baird & Co. Incorporated (an SEC-registered broker-dealer and investment adviser), and other operating businesses owned by BFC. Not all trust services offered by Baird Trust are available in every state and/or location. Baird Trust does not provide legal advice.”} 

Will is a Vice President and Portfolio Manager for Baird Trust. He has over 15 years of experience in the investment industry. Will holds the Series 7 and Series 66 securities licenses.

Will spent five years at Harvey Investment Company as a Portfolio Manager. Before that, he was a Relationship Manager with PNC Private Bank. Will received a B.A. in Economics from Miami University and an M.B.A. from Vanderbilt University. He is a member of the JB Speed Art Museum Investment Committee and serves on the Finance Committee of Second Presbyterian Weekday School. Will joined our firm in 2024.

Shirley serves as an Assistant Vice President and Trust Officer with Baird Trust. In her role, she is responsible for providing comprehensive trust administration and dedicated client support. She brings more than 15 years of experience in the investment industry to the firm. Shirley holds the Certified Trust and Fiduciary Advisor designation and is a graduate of the Cannon Financial Institute Trust School.

Before joining Baird Trust, Shirley spent 11 years with Glenview Trust Company as an Operations Specialist and 4 years with the Presbyterian Foundation’s New Covenant Trust Company as a Securities Specialist. She earned her degree from Indiana University. Shirley joined the firm in 2024.