The Longtine Wilkerson Group recently joined Baird’s wealth management office in Owensboro. The team includes Gregory Longtine, CPA, CFP, Senior Vice President and Financial Advisor; Gordon Wilkerson, CFP, vice-president and financial advisor; and Joan Hobson, client assistant.
Longtine comes to Baird with 24 years of experience helping individuals, families, businesses and institutions make comprehensive financial decisions about their future. He received a bachelor’s degree in accounting from the University of Wisconsin at Madison.
Wilkerson brings eight years of experience in developing personalized wealth management strategies for his clients. He received his Bachelor of Commerce from the University of Brescia and a Masters in Communication from Western Kentucky University.
Hobson supports the team by working with clients throughout the onboarding process and managing existing accounts. She studied business and communications at Henderson Community College.
Following the merger with Hilliard Lyons in 2019, Baird’s footprint has grown significantly in Kentucky. This growth has further enhanced the Company’s wealth management business and its investments in technology, resources, services and support to better meet the needs of Baird’s associates and clients.