Matthew Duncan joined The Duncan Group at Baird in 2019 following Baird’s acquisition of Hilliard Lyons, where he had been a valued member of the Barrett Duncan & Duncan Wealth Advisory Group since 2004. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and further enhanced his industry knowledge through the Securities Industry Institute® at The Wharton School of the University of Pennsylvania, a three-year program bringing together financial professionals for advanced study.

Matt earned a degree in entrepreneurship from Indiana University’s Kelley School of Business, where he was twice awarded the Glaubinger Entrepreneurship Scholarship and recognized by The National Society of Collegiate Scholars for his academic achievement, leadership, and service.

Matt and his wife Megan live in Indianapolis with their six children. He enjoys relaxing with his family, wake-boarding, and coaching soccer.  

Holders of a Certified Plan Fiduciary Advisor (CPFA) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.

Kate Roberts joined the group in the Spring of 2015. Kate graduated from Indiana University studying mathematics and biology. Her previous work experience includes Sales Manager for UniFirst Corporation as well as Managing at Nordstrom. Kate’s passion for customer relationships and service makes her a wonderful addition to the Duncan Group. 

Kate and her husband Layton, spend most of their free time raising their two daughters and chauffeuring them to their various sports.  When they aren't busy, they enjoy escaping to their lake cottage in northern Indiana and enjoying the lake life. 

Linda is a Wealth Strategist at Baird having joined the firm July of 2017. Possessing a unique balance of compassion and wisdom, allows her to guide and support those around her. Linda’s story-like approach to Financial Planning is what sets her apart from the rest of the field. As a CFP®, she caters to all clients through her creation of visual, calculated, and proactive plans. These plans serve as a compass through the territory of taxation, investments, insurances, health care, education, final wishes, and anything else falling under the broad scope of personal finances.

Linda earned her BA from Wesleyan University in Russian Studies with a concentration in teaching, holds the Certified Financial Planner® designation, Certified Private Wealth Advisor® Certification and received a Certificate in Business Succession Planning from the American College. She currently holds the series 7, 66, 63, 51, 26, 24, life, health, annuity and property and casualty insurance licenses.

Prior to joining Baird, Linda was a financial planner and advisor at various independent firms. Throughout her tenure, she has been published in the Financial Planning magazine, received multiple writing and speaking awards, and has conducted numerous educational seminars to other professionals. Linda and her husband, Scott, reside in Centerville, TN and enjoy the countryside activities of hiking, kayaking, and boating the Duck and Piney Rivers. They have three grown sons, of whom they are very proud.

As Senior Tax Strategist for Baird, Mike serves as a resource to financial advisors, wealth planning professionals, and clients on complex tax matters. Bringing over 30 years of entrepreneurial business advisory and tax expertise, Mike offers numerous realworld experiences to Baird professionals and clients.

Mike joined Baird in 2025 after a successful career in public accounting, serving as a partner at Milwaukee CPA firm Komisar Brady & Co. before merging into national CPA firm CliftonLarsonAllen. At KB and CLA, Mike served as the financial leader and trusted advisor for dozens of entrepreneurial businesses and their owners, helping them navigate all stages of business from startup to succession. He also handled complex tax reporting and planning for businesses and individuals, offering broad knowledge, precision, and a personal touch to every relationship. His clients included businesses, their owners, and individuals, including physicians, attorneys, executives, entrepreneurs, families, and retirees.

Mike is excited to be part of the growing and dynamic Advanced Planning Team at Baird. He is responsible for tax planning projects, including researching, writing, and presenting about important tax issues that impact the clients of Baird. This includes topics related to tax planning, after-tax cash management, retirement and estate planning, business ownership, and tax legislative changes.

Mike earned his bachelor’s degree in accounting from the University of Wisconsin-Whitewater in 1991. He is a Certified Public Accountant and a member of the American and Wisconsin Institutes of CPAs.

Jim joined Baird’s Private Wealth Management team in September of 2021 as an Assistant Vice President and Estate Planner, working out of the Milwaukee office. He works with Baird Financial Advisors, their clients, and the clients’ other professionals to promote the benefit of estate planning and assist with the development of clients’ estate plans. Specifically, his responsibilities include reviewing and discussing existing estate plans, answering estate planning questions, and presenting on estate planning topics.

Jim comes to Baird from Halling & Cayo, S.C., a Milwaukee law firm, where his practice focused on estate planning, probate, guardianship, and family law. While at Halling & Cayo, Jim presented at continuing legal education seminars for the National Business Institute and the Milwaukee Bar Association. He also served as chair of the Family Law Section of the Milwaukee Bar Association. Prior to coming to Milwaukee, Jim was a financial representative for Northwestern Mutual in Stevens Point, Wisconsin.

A native of Wisconsin, Jim graduated from Lawrence University with degrees in Music Education and Performance and earned his J.D. from Hamline University School of Law.

Will is a Senior Vice President and Trust Strategist for Baird Trust. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. Will has over 30 years of experience in trust and estate planning and administration. He is a member of the Kentucky and Louisville Bar Associations. He is also a member of the Louisville Estate Planning Counsel.

Prior to joining Baird Trust, Will spent four years with the law firm of Greenebaum Doll & McDonald in Louisville, where he focused primarily on estate administration, estate planning, and trust administration. Will holds a Bachelor of Science from the University of Tennessee and a J.D. from the University of Louisville. He serves on the Board of Directors for Crescent Hill Community Council, Friends of the Crescent Hill Library, and KET-Louisville. Will joined our firm in 1990.

John joined Baird in 2019. Prior to Baird, John worked at Hilliard Lyons and served as a small business advisor with Greater Louisville Inc. He began his career at Lexmark International, Inc. in technology development and engineering in its business printer division.

John earned an M.B.A. with distinction from the University of Louisville and a B.S. in chemistry from Centre College.

Jonathan is a Vice President and Charitable Solutions Strategist for Baird Trust. He provides trust administration and client service, focusing on charitable trusts and charitable organizations. He has 10 years of experience in the investment industry and holds the Certified Trust and Fiduciary Advisor designation. Jonathan is a member of the American, Kentucky, and Louisville Bar Associations and a member of the Taxation Section of the Louisville Bar Association, previously serving as Chair.

Jonathan spent twelve years with Kaplan Test Prep and Admissions, where he worked as a Faculty Manager, and one year with the Internal Revenue Service’s Office of Chief Counsel as a Legal Intern. He received a Bachelor of Arts from Loras College, a Master’s from University of Houston, and a J.D. from the University of Louisville’s Brandeis School of Law. He serves on the Executive Committee of the Estate Planning Council of Metro Louisville and is a member of the Donors Forum of Kentuckiana. He has served on several boards of local non-profits and actively volunteers for others. Jonathan joined our firm in 2012.