Baird - Experienced Advisory Fiduciaries

Meet Your Team

We combine decades of experience with a genuine commitment to understanding what matters most to you. Our team asks the right questions, listens carefully, and uses our expertise to guide you toward decisions that feel right for your family.

Core Team

Our team was originally formed by Frances and John, two advisors who shared a vision for delivering thoughtful, client-centered advice. Jolene joined early on, bringing operational expertise and a passion for making things work seamlessly. Over time, the team grew stronger, ultimately finding a home at Baird—a firm we trust and are proud to represent.

Emily joined next, adding depth and precision to our processes, followed by Andrew, whose role builds on the foundation Frances and John created. Together, we are committed to ensuring the work they started continues for generations to come. Emily and Andrew are honored to be entrusted with caring for our clients and confident in their ability to carry the torch forward with integrity and purpose.

John H. Allman, CIMA®, CPWA®, RMA®

Senior Vice President

919-789-5986

919-789-5550

jallman@rwbaird.com

Emily F. Johnson, CFP®

Financial Advisor

919-789-5988

919-789-5550

ejohnson@rwbaird.com

Andrew MacDougall, CFP®, ChFC®, CLU®, RICP®

Financial Advisor

919-789-5984

919-789-5550

amacdougall@rwbaird.com

Jolene Miles

Senior Client Specialist

919-789-5963

919-789-5550

jkmiles@rwbaird.com

Nina Traver

Client Assistant

919.789.5970

ntraver@rwbaird.com

Extended Team

The team members highlighted below are internal Baird experts, who assist us with complex client issues. They provide a deeper level of expertise as it relates to estate planning, income tax planning, insurance planning, and investment portfolios. These are just a few of the many Baird resources we may call upon to ensure our clients are receiving the best financial advice.