Broker Check

Client Specialists

Client Specialists

Heather Mullins

Client Assistant

(812) 332-6333

HMullins@rwbaird.com

Heather has more than 21 years of experience in the financial planning industry. She is a graduate of Indiana Business College with an Associate’s Degree in applied science for executive administration. She has also served her community as a 911 dispatch operator and Bureau of Motor Vehicles representative. As a client assistant, Heather assists our financial advisors and clients with administrative and operational support to ensure a high level of service.

Amanda Werhane

Client Assistant

(812) 332-6333

(812) 323-3154

AWerhane@rwbaird.com

Amanda started her career in the wealth management industry in 2014.  She graduated with a degree in telecommunications from Indiana University in 2010. Amanda provides support to our financial advisors while providing exceptional communication and timely administrative service to our clients.

Alisa Kaylor

Client Assistant

(812) 332-6333

(812) 323-3154

AKaylor@rwbaird.com

Alisa has been in the wealth management industry since 2010. She graduated from Indiana University with a Bachelor of Arts degree in history and anthropology, and also holds a Master of Arts in anthropology from Northern Illinois University.

As a part of the Matthews Snyder Group, Alisa supports our employee retirement plans, as well as individual clients and families. Her goal is to empower and serve our clients using the core values of respect, accuracy, efficiency, and honesty. She is active in Rotary International.

Keith Spiegel

Client Specialist

(812) 332-6333

(812) 323-3154

KSpiegel@rwbaird.com

Keith has over 30 years of experience in the financial services industry.  He graduated from Purdue University with a Bachelor of Science in Management.  Keith holds the Series 7 and 63 Securities registrations.  He is a member of Sherwood Oaks Christian Church and involved in activities there that reach the community in a variety of ways.  He has been married to his wife Teresa for 32 years and, in his free time enjoys the outdoors, reading and traveling to Kansas to visit his daughter.

As a Client Specialist, Keith’s top priority is providing a level of administrative and operational support to our clients that exceeds expectations and helps simplify their lives.

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