Our Profile

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 the putting clients first, always.

Meet Our Team

Al Vallano

Financial Advisor

412-633-1603

avallano@rwbaird.com

C. Shannon Barry, CFP®, CRPS®

Branch Manager

412-818-4122

412-503-4890

sbarry@rwbaird.com

Adam Hubert, CFP®, CFA®

Financial Advisor

412-633-1757

ahubert@rwbaird.com

Ben Montgomery, CFP®

Financial Advisor

412-633-1562

bmontgomery@rwbaird.com

Bob Kerber

Financial Advisor

412-633-1614

bkerber@rwbaird.com

Craig McRoberts

Financial Advisor

412-633-1604

cmcroberts@rwbaird.com

Dan Richmond, CFP®

Financial Advisor

412-633-1616

drichmond@rwbaird.com

Deron Donalson

Financial Advisor

412-633-1660

ddonalson@rwbaird.com

Jamie Roach

Financial Advisor

412-633-1701

jroach@rwbaird.com

Joe Grunwald, CFP®

Financial Advisor

412-633-1696

jgrunwald@rwbaird.com

Michael Horan

Financial Advisor

412-633-1718

mhoran@rwbaird.com

Nate Kauffman, CFP®

Financial Advisor

412-633-1661

nkauffman@rwbaird.com

Patty John, AAMS®

Financial Advisor

412-633-1606

pmjohn@rwbaird.com

Amy Riley

Financial Advisor - The Riley Colvin Group

412-633-1725

ariley@rwbaird.com

Amy Riley joined Hefren-Tillotson in 2004, moving to Baird when the firms merged in 2022. As a founding member of the Riley Colvin Group alongside Brad Colvin, Amy prides herself on employing a personal approach with her clients,...

Brian J. Koble, CFA®

Associate Financial Advisor - The Carlson Group

412-633-1579

bkoble@rwbaird.com

James G. Meredith, CPA, PFS

Managing Director - The Meredith Group

(412) 633-1986

jgmeredith@rwbaird.com

With a long and storied career of helping his clients preserve and grow their wealth, Jim’s experience in working with individuals, affluent families, business leaders and non-profit organizations spans more than 50 years. Jim...

Jayme Meredith, CFA®

Director - The Meredith Group

(412) 633-1986

jtmeredith@rwbaird.com

Jayme has dedicated his career to maintaining his long-term relationships with his valued clients by continually doing what is in their best interests and providing them with personalized, attentive service. His mission, and the...

Jill Frye

Branch Administrative Supervisor

412-503-4866

jfrye@rwbaird.com

Kaitlyn Dizon

Financial Advisor

+14126331903

KDizon@rwbaird.com

Kurt E. Carlson, CFP®, CFA®

Managing Director - The Carlson Group

412-633-1656

kcarlson@rwbaird.com

My Story I grew up attending a boarding school in the foothills of the Himalaya mountains while my parents focused their missionary work on education due to the 90%+ illiteracy rate! They quickly realized that...

Raymond Ballantine, CFP®

Director - The Meredith Group

412-633-1621

rballantine@rwbaird.com

Ray Ballantine focuses on retirement and investment planning for individuals as well as small to mid-size companies. Ray is a Registered Representative, a Certified Financial Planner (CFP®), and is a licensed agent for life...