Our Team How We Work Investing and financial planning in today’s complex environment is more easily navigated with a team of professionals working on your behalf. Our approach is team-based; seamlessly communicating and executing a bespoke plan, made only for your family or business. With over 160 years of combined experience, chances are good that one of our team members is familiar with your need, no matter how complex. This experience has provided comfort for many generations and with your continued trust, will help many generations to come. Please learn about the experience, interests, and specialties of our group below. Jeff Roberts Director, Financial Advisor (502) 588-1832 JGROBERTS@rwbaird.com Jeff is a Financial Advisor and Senior Vice President at Baird. He has over 30 years of experience in the investment industry. He is a fully registered representative.Since joining the firm in 1982, Jeff has worked with many clients to develop a disciplined strategy to help them pursue their financial goals. From 1997-2003, Jeff served as Branch Manager of the Hurstbourne office in Louisville, the firm’s most productive office. In the mid-2000’s, Jeff and Don partnered, creating The Roberts & Kohler Group of Hilliard Lyons, with a goal of bringing a team based approach to meeting client needs.Jeff is a graduate of Vanderbilt University and holds a wealth planning certification from Wharton School of Business, University of Pennsylvania. When not at the office, Jeff serves on the finance committee at Second Presbyterian Church, Mid - KY Presbytery, and is a board member of Cabbage Patch. He is a former board member of Kilgore Counseling Center, Wayside Christian Mission, Baptist East Hospital and Baptist Health Care Systems. He enjoys reading, running marathons, and playing golf. Todd Oetken Vice President, PWM Financial Planner (502) 588-8433 TOetken@rwbaird.com Todd Oetken is a Financial Advisor and Certified Financial Planner who works as a dedicated member of the Roberts Kohler Group, providing expertise on issues affecting high-net-worth clients. Todd is a graduate of the University of Kentucky and has earned his Certified Financial Planner® Certified Investment Management Analyst®, Chartered Wealth Advisor®, Chartered Life Underwriter, Chartered Wealth Advisor®, and Certified Exit Planner® designations.Before joining Baird, Todd served as a Financial Advisor for BB&T Bank and a Financial Advisor for UBS Financial Services. He has also worked in his family’s business, which included hotels, office buildings, residential rental units, lumber and millwork, a concrete company, and other real estate holdings with gross revenues exceeding $100,000,000. Since exiting the family business, Todd has been instrumental in helping his family develop corporate and family governance policies.The Secretary of Treasury appointed him to the TaxPayer Advocacy Panel where he served a three-year term in an advisory capacity to the IRS. In addition to his role with Baird, Todd has consulted for the U.S. Military working with military families in financial planning and credit counseling. He has also worked with a Special IRS task force to enhance financial education to low- and moderate-income families. Grant Roberts Director, Financial Advisor (502) 588-8822 GROBERTS@rwbaird.com Grant is a Financial Advisor and Certified Financial Planner® with The Roberts & Kohler Group. His principal duties include assisting clients with investment selection, their specific needs, and reviewing long term planning goals. In addition to these duties, Grant enjoys getting to know next generation investors, helping them to establish healthy financial groundwork for future success. He is a fully registered representative.Prior to joining Baird in 2013, he worked as a financial analyst for BMO Harris Bank in Chicago, IL. There, he performed industry and financial analysis for middle market companies in a broad range of industries. After five Chicago winters, Grant returned home to Louisville to join and learn the trade from his father and this experienced team. He is a third generation family member at Baird. His grandfather, Gorman Roberts, was the Director of financial advisors at Baird during the '80s and '90s. Grant received a B.A. from Furman University in 2008.Outside of the office, Grant spends as much time as possible with Brie and their two children, Beau and Lily. He also enjoys biking, skiing, hunting, golfing, and trying new restaurants. He supports The Cabbage Patch Settlement House and Waterstep. Rhonda Brown Assistant Vice President, Client Specialist (502) 588-8468 RBrown@rwbaird.com Rhonda is a Vice President and Trust Specialist of Hilliard Lyons Trust Company and a member of The Roberts & Kohler Group. She is a fully registered representative. She joined Baird in 1983 and has over 30 years of experience working with clients in the brokerage, trust and investment management. She focuses on client service and supports high net worth, trust and retail clients. She holds the Hilliard Lyons’ Chartered Wealth Advisor® designation.Rhonda is a graduate of the Cannon Financial Institute Trust School. In addition, Rhonda is a member of the Hilliard Lyons Trust Company Policy and Procedure Committee. She holds a B.A from Indiana University.Rhonda enjoys an active church life with her husband and two sons, reading and spending her summer weekends at Nolin Lake. She also volunteers for Dollars for Scholars. Allison Diaz Client Assistant (502) 588-1819 ARDIAZ@rwbaird.com Allison is a Client Service Associate for The Roberts & Kohler Group at Baird. Prior to joining Baird, Allison spent 7 years living in Orlando, FL working in retail banking management. In 2008, she decided to move back to Louisville to be closer to family.Allison began her career at Baird as a Cash Operations Supervisor. In August of 2015, she made the decision to move away from her operational role, and focus directly on supporting clients and their administrative needs. She easily makes caring for our clients her full time job.Outside of work, Allison loves spending time with her husband, Ilich, and their two children, Alex and Gabby. She loves being a mom, traveling with her young family to the Florida coast, and anxiously looks forward to summers every winter! Ann Maloney Vice President, Trust Officer II (502) 588-4125 AMaloney@rwbaird.com Ann is a Vice President and Trust Specialist of Hilliard Lyons Trust Company. She joined Baird in 1997 and has over 25 years of experience working with high net worth, trust and retail clients. She holds the Certified Trust & Financial Advisor and Hilliard Lyons’ Chartered Wealth Advisor® designation.Ann is a graduate of Cannon Financial Institute Trust School with an emphasis in Personal Trust Administration. Prior to joining Baird, Ann served as an Institutional Trust Coordinator for Liberty National Bank (Bank One) for nine years.When not working, Ann enjoys spending time with her quickly growing family. She and her husband, Jim, are active in the lives of their three daughters and four grandchildren.