Our Mission
To build strong relationships and be our clients most trusted Financial Advisor.
Our team is multi-generational, each with different perspectives, experiences and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.
Our team is built upon shared values that we live by everyday: honesty, integrity and always putting our clients first.
Meet Our Team
Robert Kerber
Financial Advisor
Robert (Bob) Kerber specializes in helping his clients achieve their financial goals by first sharing a common vision and then putting a plan in place to help them reach those goals. His in-depth, thorough approach allows Bob to...
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Kaitlyn Dizon
Financial Advisor
Prior to joining Baird in 2022, Kaitlyn began her career in the financial service industry with Hefren-Tillotson. Kaitlyn holds her SIE, Series 7, Series 66, and Pennsylvania Life and Accident and Health Certificate. She graduated from...
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Missy Hopkins
Senior Client Specialist
Melissa Hopkins is a Senior Client Specialist at our Baird Southpointe Branch. She is proud to be Robert Kerber’s Registered Assistant. Melissa brings nearly two decades of experience in the financial services industry. She holds FINRA...
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