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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Alan Brookshire, CFP®, QPFC

Director, Financial Advisor

(800) 522-4545

ABrookshire@rwbaird.com

Alan helps his clients grow, protect, and transition their wealth by leveraging cutting-edge technology and financial planning resources in conjunction with small town values such as honesty, clarity, and compassion.

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Andy Mckay

Business Owners Solutions Managing Director

(502) 588-8484

AMckay@rwbaird.com

Deanna Wise

Manager, Retirement Plan Services

(502) 588-1796

DWise@rwbaird.com

Julie Garside Willard, QPFC

Financial Advisor

(800) 522-4545

(828) 239-8781

JWillard@rwbaird.com

Julie helps clients align their financial objectives with their life goals to grow and preserve their wealth for generations to come. She forges deep relationships to guide clients through life’s changes and select and implement...

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Phyllis Jamison

Client Assistant

(828) 252-8900

PJamison@rwbaird.com

Phyllis Jamison is a Client Service Associate who makes it her mission to see that all of our clients feel right at home. She also assists with administrative operations and scheduling, and overall ensures that the team is running as...
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