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As financial advisors with a client-first approach, we deliver comprehensive solutions from wealth management to retirement planning, tailored to your unique goals.

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The Davis Schaffler Group

The Davis Schaffler Group

Our team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Richard Davis

W. Richard Davis

Director | Private Wealth Management

214-373-2920

William Schaffler

William Schaffler

Director | Private Wealth Management

214-373-2933

Sharon Dickerson

Sharon Dickerson

Assistant Vice President | Senior Client Specialist

214-373-2929

Sebeat Idoska

Sebeat Idoska

Senior Client Specialist | Private Wealth Management

214-373-2934

Meet Our Team

Our service model is simple and precise. It all starts with a conversation. 

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About Baird

In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.

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Baird 360 Wealth

View all your finances in one place. Get started today.

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