Meet The Team
Our group of professionals share in their commitment to provide exceptional client service. This requires a certain tact and willingness to go beyond the normal course of operations to ensure our clients and their families are comfortable with their personal, financial situations.
Waymon R. Tipton, CFA
Senior Vice President, Financial Advisor
Having grown up the son of a fourth-generation farmer in West Tennessee, hard work & integrity are some of the core values Waymon brings to his clients every day. After business school, Waymon began his career with First American...
Extended Team
Jessica Bell, JD
Senior Estate Specialist
Veruschka Halligan, CFP®
Wealth Planner
Caleb Graham
Wealth Planning Associate
Linda Grant-Smith, CPWA®, CFP®, EA®
Wealth Strategist
Jason De Sena Trennert
Baird Strategas Chairman & Chief Executive Officer
Daniel Clifton
Partner & Head of Policy Research, Baird Strategas
Christopher Verrone, CMT
Chief Market Strategist, Baird Strategas