Jason joined Baird in 2019 through its merger with Hilliard Lyons, bringing with him more than 20 years of experience in financial advising. As a Certified Financial Planner™ and Accredited Asset Management Specialist℠, he offers clients a thoughtful, personalized approach to wealth management.

A graduate of the University of Kentucky with a degree in finance, Jason specializes in comprehensive financial planning—including investment management, education, and estate planning—for individuals, families, and small businesses. His commitment to building long-term relationships is at the heart of his practice.

Outside of work, Jason enjoys spending time with his wife, Cassie, and their son, Tristan.

A native of Chicago, she comes to the team having completed her B.A. in Finance from Western Kentucky University. She began her career at Baird in the Bowling Green, KY office as an intern and temporary associate before relocating to Lexington and joining Jason as his Client Assistant in early 2022. Christina is devoted to delivering exceptional service and cultivating long-term relationships with clients and their families. Outside of work, Christina serves on the Board of Directors for Big Brothers Big Sisters of the Bluegrass and proudly mentors her "Little", Hazel, as a Big Sister. 

Mason, originally from Ashland, KY, is a graduate of the University of Kentucky where he earned his degree in Finance. He joined Baird in 2024 as an intern before joining the team full time in 2025. Mason is passionate about helping clients navigate their futures through long-term financial planning to reach their goals. He is committed to building meaningful and lasting client relationships and is actively pursuing the CERTIFIED FINANCIAL PLANNER® certification.

Outside of work, Mason enjoys working out, playing sports, traveling, spending time with friends and family, and cheering on the Kentucky Wildcats.

Scott Grenier joined Baird in 2010. Scott is currently the Manager of Estate and Tax Specialists for Baird’s Private Wealth Management Group. Scott's expertise lies in the area of estate planning, and when he's not managing the team, he's helping financial advisors review their clients' estate plans and conducting seminars.

Zach joined Baird in April of 2022 as a Regional Financial Planner in the Louisville, KY office. Born & raised in Evansville, IN Zach has called Louisville home for the last 15 years. As a planner Zach is especially passionate about financial education, risk management, charitable and special needs planning. Specifically helping people understand the consequences of their actions or lack thereof and looking to make an impact for the people & the causes important to them.

Kristen Banks joined Robert W. Baird & Co. in 2024 as a Tax Strategist for Baird’s Private Wealth Management Group. Kristen’s role focuses on identifying strategic planning opportunities based on clients’ tax situations.

Before joining Baird, Kristen was responsible for providing tax compliance and consulting services, specializing in Private Client and Not-For-Profit clients at Forvis Mazars, LLP.

Kristen received her bachelor’s degrees in Accounting and Economics from Western Kentucky University. Kristen is a Certified Public Accountant with the Tennessee State Board of Accountancy.

Andy is a Managing Director and the Director of Equity Investments of Baird Trust.  He was Lead Manager of the Large Cap Equity strategy for over 20 years.  Andy is Co-Portfolio Manager for the Large Cap Equity strategy and Co-Portfolio Manager of the Equity Income strategy.  He also serves as Portfolio Manager for institutional and high-net-worth investors. Andy has over 40 years of experience in the investment industry. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Louisville.

Andy began his investment career as a financial consultant with Hilliard Lyons for seven years. After that, he was a portfolio manager with PNC Financial Services Group for five years before rejoining Hilliard Lyons Trust (now Baird Trust). He has a B.A. from Furman University and a M.B.A. from Bellarmine University. Andy joined our firm in 1981.

Cory is a Vice President and Portfolio Manager of the AQA Portfolios. He has 14 years of experience in the investment industry and holds the Chartered Financial Analyst® designation. He previously served as a structured and index-linked fixed income trader for Hilliard Lyons. Cory has a Bachelor of Science in Business Administration from the University of Evansville, and a Master of Business Administration from Cardinal Stritch University.

Scott Grenier joined Baird in 2010. Scott is currently the Manager of Estate and Tax Specialists for Baird’s Private Wealth Management Group. Scott's expertise lies in the area of estate planning, and when he's not managing the team, he's helping financial advisors review their clients' estate plans and conducting seminars.