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 career with J. C. Bradford in 1981 specializing in investment and retirement plan consulting. Bobbie has more than 40 years of experience in the retirement field and works closely with Baird’s Financial Advisors and their clients to review existing qualified plans focusing on administration, plan design, fees, participant education, and service.
In addition, she assists Baird’s Financial Advisors and their clients on the technical aspects of retirement plans and helps manage the Request For Proposal (RFP) process for clients who have an interest in looking at alternative plan providers.
In 2008, Bobbie earned the Qualified Plan Financial Consultant (QPFC) credential from the American Society of Pension Professionals & Actuaries (ASPPA). The QPFC program provides an in-depth understanding of retirement planning concepts, terminology, distinctive features of qualified plans, and the roles of retirement plan professionals. To earn this credential, one must demonstrate a proficiency in the knowledge of plan administration, compliance, investments, fiduciary, and ethics issues. The QPFC is a comprehensive education and examination program that requires completion of continuing education courses to maintain the credential.
Bobbie is also a member of the National Association of Plan Advisors (NAPA) which is the sister organization of the American Society of Pension Professionals & Actuaries (ASPPA).
Bobbie holds the FINRA Series 7 and 63 licenses, as well as Michigan Life and Health licenses.