Broker Check

Team

Ronald Boren

Director, Financial Advisor

(812) 428-5129

RBoren@rwbaird.com

Ron has been a Financial Consultant since 1982. He is a graduate of the University of Southern Indiana, the Securities Industry Institute at the Wharton School of Business, and the Hilliard Lyons Chartered Wealth Advisor® program. He currently holds Series 7, Series 63, and Series 65 licenses as well as Life, Health, Disability, and Long-Term-Care Insurance licenses. Ron strives to help clients build and protect their wealth while offering guidance in the areas of estate planning and the design and implementation of retirement income strategies using comprehensive financial planning.

Ron enjoys spending time with his wife, their three children, and three grandchildren. He is involved in several community organizations, including the West Side Nut Club, and currently sits on the University of Southern Indiana Foundations Board.

Robert Bernardin

Director, Financial Advisor

(812) 428-5139

RBernardin@rwbaird.com

Rob entered into the investment business as a Financial Consultant in 1982. Before affiliating with Baird in the autumn of 2012, Rob was a First Vice President and Portfolio Manager at Morgan Stanley Smith Barney locally, where he also had served for 10 years as the Branch Manager.

Rob holds the Chartered Retirement Planning Counselor (CRPC®) and the Accredited Asset Management Specialist (AAMS®) designations from the College for Financial Planning. He also has earned an MBA from The Ohio State University and a Bachelor’s degree in business from Purdue University. Rob has also served as a member of the National Board of Directors for the Portfolio Management Institute.

Outside of work, Rob enjoys spending time with his wife Cindy, their four children, and two grandchildren. He also enjoys giving back to his community. Along with having served on many community civic boards in the past, he currently is a board member (and past Secretary) of the YMCA of Southwestern

Jake Schiff

Vice President, Financial Advisor

(812) 428-5175

JSchiff@rwbaird.com

Jake joined Baird nine years ago after working in the mortgage business for about two years. Jake is a Vice President and holds the Accredited Wealth Management Advisor (AWMA®) designation through the College for Financial Planning. He earned a bachelor’s degree from the College of Business at Indiana State University, with a triple major in Finance, Operations Management & Analysis, and Business Administration, all with honors. Jake also played college football at the quarterback position for the Sycamores.

Jake and his wife, Katie, are proud parents of two boys with their third boy coming soon. Outside of spending time with Katie and their boys, he enjoys playing golf. Jake stays involved with his high school alma mater, Mater Dei, and serves on the board of directors of the SWIRCA & More.

Karen Canary

Client Specialist

(812) 428-5181

KCanary@rwbaird.com

Karen (KC) Canary joined Baird in 2012 from Morgan Stanley to work with Rob Bernardin. Her experience in the securities industry dates back to 1988, when she joined Shearson Lehman Hutton. KC started as a wire operator and new accounts coordinator in Evansville. Her family relocated to Graham, Washington in 1995 and she served as assistant to the largest producing financial advisor in Tacoma, WA. In 1998 the family moved back to Southern Indiana, where she became the Assistant Operations Manager with Smith Barney, Inc. and obtained her Series 7 & 63 securities licenses. In 2002 after earning her supervisor's licenses (Series 9 & 10), she was promoted to Vice President where she served as the Evansville branch's Operations Manager.

KC resides with her husband Randy and their 2 bichon frises dogs (Buster & Bear).

Meg Dill

Client Assistant

(812) 428-5128

MDill@rwbaird.com

Meg came to Baird in May of 2016 after more than a decade in the banking industry. She worked in Bethesda, MD as an Assistant Vice President at a local bank, and offers vast insight into another side of the finance industry. She joined the Boren Team with a unique skill set which includes client service, compliance, sales, and lending. Meg is eagerly studying for her Series 7 and Series 66 licenses and plans to continue to grow in the comprehensive wealth management industry.

Meg and her husband, Heath, spend their free time cooking whole foods and creating new recipes for their three kids to enjoy. When she’s not cooking, Meg is busy learning to play the banjo.

Stacia Miller

Client Assistant

(812) 428-5145

SAMiller@rwbaird.com

Stacia joined Baird in August of 2009 from A.G. Edwards and Sons, Inc.  She has been in the securities industry since 1991 when she joined A.G. Edwards as the wire operator/cashier and eventually working side-by-side with the branch manager.  When A.G. Edwards was bought out, Stacia came to Baird as wire operator where she worked for many years before joining the Boren Team in 2013.  

Coming from an Air Force family of 20 years, Stacia enjoys traveling, working various mission trips with her parents and working at her family’s restaurant.  When Stacia is not giving back to her community, she stays busy with her family and her three grandchildren Atticus, Aurora and Penelope.