Broker Check

Our Team

Adam Estes
AAMS®, CWA®, AIF®, QPFC®

Director, Financial Advisor

(800) 395-5966

AEstes@rwbaird.com

A nationally recognized advisor, Adam first received "On Wall Street" Magazine's 'Top 40 Advisors Under 40' award at age 30. He has been honored in this publication 6 times over the course of his career.

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David Estes
CFP®

Senior VP, Advisor

(812) 332-6333

DEstes@rwbaird.com

After attending Indiana University and serving in the military, David began his wealth management career with Baird in 1973. He has spent his entire career with Baird.

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Michael Holland
CFP®, QPFC®

VP, Advisor

(800) 395-5966

MHolland@rwbaird.com

Michael is a CERTIFIED FINANCIAL PLANNER™ and as Adam's partner, he directs financial planning activities on the Estes Holland team.

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Aubrey King, QPFC®

Client Assistant

(502) 420-1400

AKing@rwbaird.com

With five years’ experience in the Hilliard Lyons Home Office, Aubrey brings diverse insights to the Estes Holland team. Her main role is to help create and nurture long-term relationships with clients. 

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Ashlee Hopper

Client Assistant

(502) 420-1286

AHopper@rwbaird.com

Ashlee joined Hilliard Lyons in 2012 as a Cash Associate in the Operations Department prior to the firm's transition to Baird in 2019. Then in 2016 she became a Client Assistant. Ashlee became part of the Estes Holland Team in 2018. 

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Alex A. Smith

Client Assistant

Alex is a Client Assistant and joined Baird in January 2019. She has been in the financial services industry for over twenty years. Her primary responsibilities are to support the clients and the team through servicing their needs and...

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Trusted Baird Partners

Kara Endres, CFP(R)

Financial Planner

Kara is a valued financial planning resource and partner for our team. She focuses on tax return reviews, tax strategy, financial planning strategy, and Social Security Timing strategy for our clients.

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Bobbie Henion-Green, QPFC

Senior Vice President, Senior Field Consultant Retirement Plan Consulting

Bobbie joined Baird in February 2002 as a Senior Field Consultant for the Retirement Plan Consulting department. Prior to that, she was an Investment Limited Partner with J. C. Bradford & Co. in Nashville, Tennessee. She started her...

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Chris Staples

Chief Operating Officer

Chris Staples is the Chief Operating Officer of the Hilliard Lyons Trust Company. Many of our clients have named the Hilliard Lyons Trust Company as Trustee of Trusts they’ve created, and Chris is instrumental in helping these...

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Ella Neely

Estate Planner

Ella is a Trust and Estate Planner with Baird on the Financial & Estate Planning team. Prior to Baird, Ella was a Trust and Estate Planner for Hilliard Lyons Trust Company, LLC. She provides a broad range of support to the trust and...
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements