The Davis Schaffler Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to join Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Find out about the client-focused service for which Baird is so well known. Contact us today to explore a partnership.
W. Richard Davis
Director | Private Wealth Management
Director at Baird, brings 35+ years of expertise in financial planning and wealth management for high-net-worth clients. Known for integrity and client-first leadership, he helps clients achieve lifetime goals through tailored strategies.
William Schaffler
Director | Private Wealth Management
Will Schaffler, CFP®, brings experience from JPJ, Fidelity, and TD Waterhouse. He specializes in financial and retirement planning, income strategies, and risk management, building trust and delivering big-picture solutions for clients.
Sharon Dickerson
Assistant Vice President | Senior Client Specialist
Sharon Dickerson, AVP and Registered Senior Client Specialist at Baird, brings decades of expertise in investments, estates, retirement, and college planning. She delivers high-touch service & embraces innovation to simplify clients’ lives.
Sebeat Idoska
Senior Client Specialist | Private Wealth Management
Sebeat, a Registered Senior Client Specialist at Baird, brings expertise in financial planning, portfolio development, and client service. With Series 7, 66 & 24 licenses, she champions best practices and professional growth across the firm