Our Profile

Dan Sullivan, CFP^®

Branch Manager | Senior Vice President | Financial Advisor

509-972-7100

djsullivan@rwbaird.com

Joe Sullivan

Financial Advisor

509-972-7101

jsullivan@rwbaird.com

Gunnar Berg

Financial Advisor

5099727086

gberg@rwbaird.com

Carly Mestaz

Client Assistant Supervisor | Assistant Vice President

509-248-7599

cmestaz@rwbaird.com

Advanced Planning Team

Whether our clients need advice on a particular issue or require specialized support, we can tap into this pool of experts to ensure that they receive the best possible service. With this extended team in place, we can confidently say that we are well-equipped to meet the needs of our clients, no matter what challenges they may face.

Andrea Paradise, CFP®

Wealth Planner

Eric Wikstrom, CPA, CFP®, CPWA®

Tax Strategist

Scott Grenier, CFP®, AEP®, CAP®

Manager, Tax & Estate Planning

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.

Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.

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