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About Baird Trust

For 40 years, Baird Trust has helped high-net-worth individuals and institutions ensure their legacies across generations and through changing market cycles. They have helped transform ideas into action and establish legacies through a team of experts who understand you – your priorities, your values, your vision – as well as the broader investing environment. Baird Trust helps individuals and families protect, grow, and transfer wealth in a way that reflects their values and vision for the future. They work directly with Baird Financial Advisors, engaging Baird's estate and Financial Planning expertise along the way, to help establish trusts, settle estates, and administer charitable endowments and foundations. By handling the management responsibilities associated with these charitable vehicles, they free up family members to concentrate on the people and things that matter most. We are excited to announce that we have four full-time trust associates located at the Evansville branch. These associates give us the opportunity to foster personal, long-lasting connections between Baird Trust and our clients and their families.   

Learn more about trust services

Baird Trust

Tim Roe, CFA®

Senior Portfolio Manager

Tim is Senior Vice President and Senior Portfolio Manager for Baird Trust. He has over 30 years of experience in the investment industry. Tim holds the Chartered Financial Analyst® designation and is Series 7 and Series 63 securities...
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Jackie Russell, CFP®, CTFA

Vice President | Trust Officer

Jackie is a Vice President and Trust Officer for Baird Trust. She focuses on trust administration and client service. Jackie has over 25 years of experience in trust and estate planning. She holds the Certified Financial Planner® and...
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Miranda Schultheis

Vice President | Trust Officer

Miranda is a Trust Officer for Baird Trust. She provides trust administration and client support and has over 5 years of experience in the investment industry. Prior to joining Baird Trust, Miranda served as a Trust Administration...
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Emmy Kluemper

Trust Associate

Emmy is a Trust Associate for Baird Trust. She provides administrative support to Trust Officers and has 3 years of experience in the financial services industry. Before joining Baird Trust, Emmy worked for German American Bank serving...
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If you think you or a loved one could benefit from working with Baird Trust, please reach out to your financial advisor.