People Moves
Baird Homes In On Oil, Gas Wealth In Texas With Another Round Of Hires

Baird has bolstered its private wealth management business
with the addition of seven veteran financial advisors from Wells
Fargo Advisors
at its newest office in Houston, TX.
The recruits are all legacy AG Edwards & Sons
advisors who focus on the retirement planning needs of
professionals in the oil
and gas industries. Collectively, they have over 135 years of
industry experience and oversee some $1.9 billion in client
assets.
The Ashcroft Pesek Group is comprised of Richard Ashcroft,
financial
planning, managing director, and Darrell Pesek, director.
Ashcroft and Pesek, who have worked together for 15 years, are
joined by
financial advisor-in-training Scott Bartosh, and client
relationship assistant
Kathy Ballew.
The Evans-Allain-Crumley Group consists of Greg Evans,
financial
planning, senior vice president; Stephen Allain, vice president;
and Jerred Crumley.
The group also includes client relationship assistant, Ligia
Grijalva.
In other moves, John Barnefield, who joined AG Edwards & Sons as
a financial advisor in 2001, and
William Barrow, who has worked as an advisor for 30 years, have
been named vice presidents.
Meanwhile, Baird has established Baird Retirement
Management, a new program for financial advisors across Baird
whose business
focus is on providing retirement planning and investment
consulting services to
business professionals.
Baird unveiled its second Houston office in April, when it also brought in a large advisory team to target oil and gas wealth and hired John Hantak as senior vice president, branch manager, responsible for overseeing both of the offices.
Baird is an employee-owned wealth management, capital markets, private equity and asset management firm with offices in the US, Europe and Asia.