Our Team
Our Team
200+
Combined Years Of Experience
13
Individuals
4
Top Industry Designations
2
Certified Financial Planners
1
Team
The Matthews Snyder Group is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates.
These values drew us to join Baird and remain central to our ability to earn the quality client partnerships
and maintain the high standards that are Baird traditions. Please do not hesitate to reach out to us with any questions.
Meet Our Financial Advisors
WHAT WE’RE RESPONSIBLE FOR:
Daniel Matthews, CPWA®
Director | Financial Advisor
(812) 323-3154
Loren A. Snyder, CFP®
Managing Director | Financial Advisor
(812) 323-3154
Alyce Zollman, CPWA®
Vice President | Associate Financial Advisor
(812) 323-3154
Colleen Curry
Vice President | Financial Advisor
(812) 323-3154
Vadim Morozov
Financial Advisor
(812) 323-3154
Vadim joined Baird in 2017 after a successful fifteen-year career building strong client relationships in the Automotive Sales industry. A native of Russia, he studied linguistics and English at Khabarovsk Humanitarian University....
Lyman A. Snyder
Senior Vice President | Financial Advisor
(317) 738-3230
Lyman began his career in the wealth management industry in 1973. He opened the Hilliard Lyons office in Franklin, Indiana in 1974 and has remained with Hilliard Lyons and Baird his entire career. Lyman is a 1971 graduate of Franklin...
Kara L. Endres, CFP®
Vice President | PWM Financial Planner
Kara began her career in wealth management in 2010 after spending several years as an elementary classroom teacher in Washington, DC. She graduated magna cum laude from Ball State University. As she began her career in...
Meet Our Client Associates
WHAT WE’RE RESPONSIBLE FOR:
Amanda Werhane
Client Assistant
(812) 323-3154
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) 323-3154
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.
Heather Mullins
Client Assistant
(812) 323-3154
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.
Brenda Mullins
Senior Client Specialist
(317) 738-3230
Brenda started her career in the wealth management industry in 1974. She has been with Hilliard Lyons and Baird for her entire career, and opened Hilliard Lyons’ Franklin, Indiana office with Lyman Snyder in April of 1974. Brenda carries the Series 7 and 63 Securities Registrations.
She and her husband Roger have been married for more than 53 years. They enjoy spending time with their son, Jeff, his wife Heather, and their children Levi and Lane. Brenda and Roger are active in their community and are members of the Hopewell Presbyterian Church, the Franklin American Legion and Elks Lodge #1818.
In her spare time, Brenda loves being outdoors and she and Roger enjoy camping in the many beautiful campgrounds of South Central Indiana.
Lindsay Vair
Client Assistant
Lindsay started her career in the wealth management industry in 2020. She graduated with a Bachelor of Science degree in Biology from Indiana State University in 2017.
Lindsay provides support to our financial advisors while providing exceptional communication and timely administrative service to our clients. In her spare time, she enjoys exploring Franklin with her dog Kota and visiting her family and friends in Southern Indiana.
Meet Our trusted partners
Trusted Partners
James Guckenberg
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.