Meet Our Teams
Advisors Specializing in Oil, Gas, & Chemical Employee Retirement
We’ll help you plan ahead and achieve your retirement goals

Ashcroft Pesek Bartosh Group
Specialists in ExxonMobil, Dow Chemical Employees
The Ashcroft Pesek Group is a team of financial professionals focused on producing successful retirement outcomes for...
Evans Allain Crumley Group
Specialists in ConocoPhillips, Phillips 66 Benefit Plans; Dupont Employees
Financial advisors attempt to differentiate themselves from the competition in many ways. Some strive to outperform a given...
Atkinson Daley Group
Specialists in Shell, BP, BASF and Marathon Employees
We work with people employed at and retiring from Marathon, BP, and Shell. We have developed an understanding...
Pfeil Leatherwood Group
Specialists in Chevron and Olin Chemical Employees
We work with people employed at and retiring from Chevron and Schlumberger. We have developed an understanding of the companies' plans...
Baird does not have any formal relationships or arrangements with any of the External non-Baird organizations listed or suggested above.
Find An Advisor
- Alison Daley, CFP®
- Andrew Atkinson, CFP®, CPWA®, RMA®
- Darrell Pesek, CFP®, CPWA®, RMA®
- Greg Ashcroft, CFA®, CFP®, CPWA®, CIMA®, RMA®, MS- Financial Planning
- Greg Evans, MS,CFP®, CPWA®, RMA®
- Hannah Gowdy
- Jerred Crumley, MS, CFP®, CPWA®
- Katharine Christian CFP®,CPWA®,RMA®
- Kimberly Hall
- Matt Leatherwood, CFP®, CPWA®, MS - Personal Financial Planning
- Moe Allain, CPWA®, AAMS®, RMA®
- Richard Ashcroft, CFP®, CPWA®, RMA® MS – Financial Planning
- Richard Pfeil, CFP®, CPWA®, RMA®
- Scott Bartosh, CFP®, MS - Financial Planning
- The Personal Finance Project