Patty M. Estopinal, CIMA®, CDFA®
Director
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...
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...
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...