Broker Check

Team

Ronald Boren

Director, Financial Advisor

(812) 428-5129

RBoren@rwbaird.com

Ron has been a Financial Advisor 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 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 three 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 and Vice President of the board of Aurora Homeless Services.

Jake Schiff

Vice President, Financial Advisor

(812) 428-5175

JSchiff@rwbaird.com

Jake joined Baird in 2008 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 three boys. 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 served on the board of directors of the SWIRCA & More.

Justin Holtz

Financial Advisor

(812) 428-5168

JHoltz@rwbaird.com

Justin joined Baird in 2017 as a Wealth Planner in Baird’s home office. Prior to coming to Baird, Justin graduated from Ball State University with a triple major in Finance, Accounting, and Business Administration as well as a minor in Financial Planning. Justin holds the CERTIFIED FINANCIAL PLANNER™ designation and has his Series 7 and 66 licenses. After 3 years of building comprehensive financial plans for clients of various teams in the Midwest region, Justin decided to plant his roots in Evansville – where he grew up.

Outside of work, Justin enjoys all things outdoors with his girlfriend Courtney, and two dogs, O’Malley and Penny. He is involved with the Humane Society, as well as Good Shepherd Church.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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 at Smith Barney.

KC resides with her husband Randy and their 2 bichon frise dogs, Bear and Beau.

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 is a self-proclaimed “raging extrovert” and has never met a stranger. She 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 where she manages client relations and events, financial transactions, account reviews and report processes.

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 enjoys cooking and staying busy with her family, two daughters and grandchildren Atticus, Aurora, and Penelope.