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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

Steve Meredith, CFP

Financial Advisor

812-372-7892

smeredith@rwbaird.com

Meet SteveSteve has been with Baird (formerly Hilliard Lyons) since 2000. Prior to joining Baird, he worked at Mayer & Company as a CPA.  His main areas of expertise include financial and retirement planning.  His mission is...
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Pam Gross

Client Assistant

812-372-7892

PGross@rwbaird.com

Pam joined Baird six years ago but has worked in the industry as a client assistant for more than 13 years. As a Client Assistant, Pam provides support to both our Financial Advisors and clients to ensure the highest possible level of...
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