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Our Profile

The Estopinal Group is built upon shared values of honesty, integrity, and genuine concern for clients. These values drew us to join Baird and remain central to our commitment to our clients.

Patty M. Estopinal, CIMA®, CDFA®



Patty Estopinal is a Certified Investment Management Analyst® professional with more than 30 years of investment experience. She specializes in wealth management for senior executives and families with the goal of using wealth to...

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Patrick McCusker, CFP®

Financial Advisor


Pat is a CERTIFIED FINANCIAL PLANNER™ with over 10 years of experience in the financial services industry. Prior to joining Baird in 2013 he was a financial advisor with Morgan Stanley. He holds his FINRA Series 7 and 66 licenses...

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Alicia Stuckert, ChSNC®

Senior Client Specialist


Alicia Stuckert joined Baird in 2012 as a Senior Client Specialist in the Roseville office. She began her career in the financial services field after earning bachelor’s degrees in Business Administration and Spanish from...

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