Brian Robinson was born and raised in Denver, Colorado. After attending Colgate University where he earned his bachelor's degree, Brian moved to New York City to begin his career in financial services as an Investment Specialist for Pacific Investment Management Company (PIMCO). His primary responsibilities at PIMCO were to promote sales and manage communication for investment strategies and product solutions.

Brian returned to Denver in 2007 to join his father at Morgan Stanley. During his time at Morgan Stanley, Brian helped clients navigate the great recession of 2008 while also driving growth in the overall business. It was at this time that Brian received his MBA from the Daniels College of Business at the University of Denver. Brian and his team departed Morgan Stanley and joined Baird Wealth Management in 2012. He was named to Forbes Top Next Generation Wealth Advisors in 2017, 2018 and 2022 as well as a Forbes Best-in-State Wealth Advisor in 2021, 2022, 2024, and 2026.

Today, Brian is as a leader of the team at Baird maintaining the highest ethical standards and competence in financial planning and investment portfolio construction. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst ℠, he is involved in all aspects of the financial planning process alongside his team. He is passionate about forging deep client relationships based on trust and hard work.

Brian currently serves as President on the Innosphere Ventures Board, a science and technology incubator. He is also the current Chairman of the Economic Club of Colorado which is a leading forum in the Rocky Mountain West for world leaders in business, government, and policy. 

No payment was made for use of the awards.

Forbes 2026 Best-in-State Wealth Advisor, issued on April 7, 2026. Rankings based on data as of June 30, 2025. 
Forbes 2024 Best-in-State Wealth Advisor, issued on April 8, 2025. Rankings based on data as of June 30, 2024. 
Forbes 2022 Best-in-State Wealth Advisor, issued on April 7, 2022. Rankings based on data as of June 30, 2021.
Forbes 2021 Best-in-State Wealth Advisor, issued on February 11, 2021. Rankings based on data as of June 30, 2020.
Forbes 2022 Top Next Gen Wealth Advisor, issued on August 3, 2022. Rankings based on data as of March 31, 2022.
Forbes 2018 Top Next Gen Wealth Advisor, issued on July 25, 2018. Rankings based on data as of March 31, 2018.
Forbes 2017 Top Next Gen Wealth Advisor, issued on July 25, 2017. Rankings based on data as of March 31, 2017.

After graduating from Florida Gulf Coast University where she studied Communications, Lauren earned a leadership role at Scottrade where she supervised a team of 14 brokers. During her time at Scottrade she achieved her FINRA series 24, 7, 63, and 66 licenses.

In 2018, Baird recruited Lauren to oversee key operational responsibilities in the Denver market. After two years in this operational position providing a first-class service for clients', her role on the team has since expanded and she now holds the Financial Advisor title at Baird.

As a Financial Advisor on the team, Lauren plays a key role in all areas of financial goal-based planning such as college savings, retirement planning, and estate planning. In addition to her financial planning responsibilities, Lauren plays an essential leadership role in the team’s mission to deliver an excellent client experience. Lauren gets great satisfaction in building lasting relationships and helping clients get organized financially and feel secure with their investments.

In her time away from the office, Lauren has a real passion for fitness and healthy living. Lauren can often be found spending time in a spin studio or outdoors with her dog Teller- hiking and camping. Originally from Naples, Florida—Lauren appreciates spending time in the sunshine state visiting family and clients to get a break from the colder winter days in Colorado.

Nora began her financial services career when she moved to Colorado in 2017. She joined our team in 2020 and is the client specialist on our team. She supports clients in their requests, account openings, and associated items.

Nora is Series 7 licensed and is working on her Series 66. She has 4 years of experience in the financial industry. She graduated from Illinois State University with a B.S. in AgriBusiness and dual minors in Business Administration and Spanish.

Nora has a passion for helping others. In her free time you can find her sewing, crafting, and spending time with her Dalmatian, Lyla.

After graduating from the University of Wisconsin-Eau Claire in 2019 where he majored in accounting and minored in finance and information systems, he began his career at Wipfli LLP as a staff accountant. During his time there, he earned his Certified Public Accountant (CPA) designation.

In 2021, Nick transitioned from public accounting to the financial services industry where he worked at Confetti Wealth – Ameriprise Financial Services, LLC as a Financial Planning Specialist. In early 2025, Nick joined our team and is working as PWM Tax Planner. In addition to assisting with client requests, Nick supports financial goal-based planning with an emphasis on tax planning.

Nick has a passion for spending time with his friends and family (including his two dogs, Breck and Leo). Being born and raised in Minnesota, he can often be found outdoors golfing or playing a pickup game of pond hockey.

As Director of Baird Family Wealth, Melanie is responsible for the development of HNW and UHNW solutions and resources within Baird Private Wealth Management supporting advisors and their clients. She is passionate about developing long-range strategies critical to sustaining wealth and values over generations.

Prior to joining Baird, Melanie was a Managing Director at Abbot Downing where she led a team that focused on large family offices and multi-generational wealth. She has spent the last 25 years working with HNW and UHNW families.

Melanie is a member of the Family Office Exchange (FOX) and the Purposeful Planning Institute (PPI). A published author and thought leader on the topic of family wealth, she is focused on the development of the qualitative aspects of a family’s wealth. Melanie earned her Master in Business Administration from Boston University and is a Certified Trust and Fiduciary Advisor.

“Heath McAteer is a CPA and CFP who’s been planning for clients since 2015. He started his career in 2015 by spending 3 years Public Accounting where he gained valuable experience and expertise in filing tax returns for individuals and businesses.

Prior to joining Baird as a Tax specialist, Heath spent 6 years as an Associate Wealth Advisor at Buckingham Strategic Wealth. He created holistic financial plans for all his clients with a particular focus on tax planning. His focus has always been on taxes and how to reduce them over a client’s lifetime, not just in one given year. This is his focus and specialty in his role as a Tax Specialist at Baird.

Heath loves his wonderful daughter, beautiful wife, and their 2 noisy corgis. He enjoys writing and playing music with his band and spending time travelling in the outdoors with his family.”

Ross Mayfield, CFA^®, is an Investment Strategist for Baird Private Wealth Management. He provides financial education designed to help clients reach their goals, be it through investment strategy and equity research content, or through regular national media appearances on CNBC, Bloomberg, and more.  

Ross holds a bachelor’s degree in Finance from the University of Kentucky, and earned his MBA from the University of Louisville. He also became a CFA charterholder in 2018 and serves as treasurer on the board of the CFA Society Louisville. Prior to Baird, Ross was an ETF Analyst and then a Research Analyst at Hilliard Lyons, which was acquired by Baird in 2019.

Through his thought leadership, Ross seeks to offer historical perspectives to clients, keeping them from getting too high in bull markets, or too low in volatile or bear markets. By visualizing data through charts and tables, Ross focuses on “myth busting,” dispelling conventional wisdom about investing with actual market performance. Ultimately, Ross looks to “simplify the chaos” that accompanies the financial news of the day, guiding clients towards smart financial decisions.

Bob Robes is a Wealth Strategist based out of Baird’s office in Charleston, South Carolina. Bob works with Financial Advisors to develop customized solutions for complex planning needs of their highest net-worth clients. Bob also works with business owner clients to develop and implement coordinated strategies for the ownership of the client’s business and their personal estate and wealth transfer plans, taking into consideration the personal and business goals and objectives of the business owner and their unique family dynamics. Bob also helps business owners understand external and internal transition solutions consistent with their vision, values and legacy desires.

Prior to joining Baird, Bob was a shareholder at Greenberg Traurig, P.A. where he was an attorney for over 15 years with a focus on private wealth and tax planning, personal business structuring, and estate planning for ultra-high net-worth individuals, families and entrepreneurs. Bob subsequently worked at Wells Fargo Wealth and Investment Management as a Business Owner Advisory Strategist and Senior Wealth Planner.
Bob also is an Adjunct Professor at St. Thomas University School of Law where he teaches a course in Estate Planning.
Bob earned his Master of Laws degree in Taxation from New York University School of Law, his Juris Doctorate degree from St. Thomas University School of Law and his Bachelor of Arts degree from Florida Atlantic University. He is a member of the Florida Bar.
Bob currently serves as a trustee of the YMCA of South Palm Beach County where he is a past Chief Volunteer Officer and is a volunteer for the Colorectal Cancer Alliance. He lives in Charleston, South Carolina, with his wife, Emily, and has two daughters.