Rick Holman

Rick joined Baird’s Private Wealth Management team in October of 2014 as a Vice President and Senior Estate Planner, working out of the Dallas office. He works with Baird Financial Advisors, their clients, and the clients’ other professionals to promote the benefit of estate planning and assist with the development of clients’ estate plans. Specifically, his responsibilities include reviewing and discussing existing estate plans, answering estate planning questions, and presenting on estate planning topics.