Team
Matthew Duncan
Director, Financial Advisor
Matthew Duncan has been a valued member of the Barrett Duncan & Duncan Wealth Advisory Group of Hilliard Lyons since 2004 and the Duncan Group at Baird since 2019. He received his college degree in entrepreneurship from Indiana University's Kelley School of Business in Bloomington, Indiana. At the school, he twice received the Glaubinger Entrepreneurship Scholarship and was recognized for his outstanding scholarship, leadership, and service by The National Society of Collegiate Scholars. Since Indiana University in Bloomington, Matt furthered his education, graduating from Wharton School of Business Securities Industry Institute. In 2019 Matt also received his Certified Plan Fiduciary Advisor (CPFA) designation.
Matt and his wife Megan live in Indianapolis with their six children. He enjoys relaxing with his family, wake-boarding, and coaching soccer.
Holders of a Certified Plan Fiduciary Advisor (CPFA) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.
Kate Roberts
Senior Client Specialist
Kate Roberts joined the group in the Spring of 2015. Kate studied Biology at Indiana University in Bloomington. Her previous work experience includes Sales Manager for UniFirst Corporation as well as Managing at Nordstrom. Kate’s passion for customer relationships and service makes her a wonderful addition to the Duncan Group.
Kate and her husband Layton, spend most of their free time raising their two young daughters and chauffeuring them to their various sports. When they aren't busy, they enjoy escaping to their lake cottage in northern Indiana and enjoying the lake life.
James F. Guckenberg, J.D.
Estate Planner
Jim joined Baird’s Private Wealth Management team in September of 2021 as an Assistant Vice President and Estate Planner, working out of the Milwaukee 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.
Jim comes to Baird from Halling & Cayo, S.C., a Milwaukee law firm, where his practice focused on estate planning, probate, guardianship, and family law. While at Halling & Cayo, Jim presented at continuing legal education seminars for the National Business Institute and the Milwaukee Bar Association. He also served as chair of the Family Law Section of the Milwaukee Bar Association. Prior to coming to Milwaukee, Jim was a financial representative for Northwestern Mutual in Stevens Point, Wisconsin.
A native of Wisconsin, Jim graduated from Lawrence University with degrees in Music Education and Performance and earned his J.D. from Hamline University School of Law.
Willis W. Hobson, J.D.
Senior Vice President Trust Strategist
Will is a Senior Vice President and Trust Strategist for Baird Trust. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. Will has over 30 years of experience in trust and estate planning and administration. He is a member of the Kentucky and Louisville Bar Associations. He is also a member of the Louisville Estate Planning Counsel.
Prior to joining Baird Trust, Will spent four years with the law firm of Greenebaum Doll & McDonald in Louisville, where he focused primarily on estate administration, estate planning, and trust administration. Will holds a Bachelor of Science from the University of Tennessee and a J.D. from the University of Louisville. He serves on the Board of Directors for Crescent Hill Community Council, Friends of the Crescent Hill Library, and KET-Louisville. Will joined our firm in 1990.
Rebekah J. Dodd, CFP®, CTFA
Wealth Planner
Rebekah is an Assistant Vice President and Wealth Planner for Baird. She joined the firm August of 2017. Rebekah has over 15 years of experience in the trust and estate planning industry. She holds the Certified Financial Planner® designation and the Certified Trust Fiduciary Advisor designation.
Prior to joining the Wealth Planning Team at Baird, Rebekah spent 5 years with Baird Trust in trust administration and prior to that was an Estate Planning Paralegal with Rhine Ernest LLP Law Firm (now Dentons) in Evansville, Indiana. She also owned and operated Dodd Business Services, LLC, a business management company. Rebekah received her Bachelor of Arts degree in Business Management from American Intercontinental University.
Rebekah lives in a historic home in downtown Evansville Indiana with her husband Alex Morgan and her son, Cade. She is active in the Arts community and serves as Treasurer on the Haynie's Corner Arts District Association Board. She enjoys all things outdoors and travel and has been an avid rock climber since she was 13.
Holders of a Certified Plan Fiduciary Advisor (CPFA) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.
©2019 Robert W. Baird & Co. Incorporated. Member SIPC. First use: 05/2019. RB2022-1214
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.