Our Team Meet Our Financial Advisors Daniel Matthews Director, Financial Advisor (812) 332-6333 (812) 323-3154 DMatthews@rwbaird.com Dan started his career in the wealth management industry in 1996. He graduated from Indiana University with a Bachelor of Science degree in marketing and psychology, and also played on the 1990 Hoosier soccer team that advanced to the Final 8 in the NCAA tournament.Dan has earned his Series 6, 7, 63, 65, and 31 securities registrations, as well as his Life, Health, and Long-Term Care Insurance license. He also carries the Accredited Asset Management Specialist℠ designation from the College for Financial Planning. Along with comprehensive wealth and investment planning, Dan has extensive experience in retirement income planning, with a focus on annuities, as well as group benefits, employee retirement plans, and business succession planning. He also serves as our team’s expert in the areas of life, disability, and long-term care insurance. Dan and his wife, Lexie, live in Bloomington with their two children, Weston and Caroline. Loren Snyder Director, Financial Advisor (812) 332-6333 (812) 332-7542 LASnyder@rwbaird.com Loren joined Baird in 2008. He graduated from Butler University with a Bachelor’s degree in Finance, where he also competed on the Bulldog’s Men’s Cross Country and Track teams. In addition to his Series 7 and 66 Securities registrations, Snyder holds his Life, Health, and Long-Term Care Insurance license, and a certificate from the “Wealth Planning Essentials Program” at University of Pennsylvania’s Wharton School. Loren has earned state and nationwide recognition for his work as a Financial Advisor, including the “Five Star Advisor Award” from Indianapolis Monthly and was named a “Top 40 Under 40” wealth advisor by On Wall Street magazine.Loren is deeply committed to community involvement, and was named as one of the “100 Heroes” by The United Way of Central Indiana. He is also graduate of the Stanley K. Lacy Executive Leadership Series - a prestigious program focused on developing executive leadership within Central Indiana. He has served at the board level in a number of philanthropic and civic organizations, including the Johnson Memorial Hospital Foundation, the Johnson County Community Foundation, the Bloomington Hospital Foundation, served a term as an At-Large Johnson County Councilor, and the Bloomington Rotary Club. Colleen Curry Vice President, Financial Advisor (812) 332-6333 (812) 323-3154 CGCURRY@rwbaird.com Colleen started in the wealth management industry after a career at both Indiana University and Pfizer, Inc. Colleen has a passion for helping women in transition through education and empowerment. She has extensive experience helping women through divorce and other complex financial issues.Colleen is a two-time graduate of the University of Tennessee, having earned her bachelor’s degree magna cum laude and her master’s degree summa cum laude. She and her husband, Tyler have three children, Grace, Foster and Carson.In her personal life, Colleen enjoys running with friends, reading with her book club, watching/coaching her kids in sporting events, traveling with her husband and spending time with her family at the lake. A committed supporter of the Bloomington community, Colleen serves on the Professional Advisory Counsel for the Community Foundation. She and her husband support the Boys and Girls Club annually, Girls Inc., BBBS and MCCSC through local school support. She also serves on the board of directors for the nonprofit children’s sports league Bloomington Football Club (BFC) and is a past board member for the local Big Brothers Big Sisters organization. Ryan Reed Vice President, Financial Advisor (812) 332-6333 (812) 323-3154 RREED@rwbaird.com Before joining the wealth management industry in 2014, Ryan worked for seven years in Indiana University’s Proton Therapy Center. There, in the medical physics department, he simulated treatments for the center’s patients. A lifelong resident of Bloomington, Ryan graduated from the University of Southern Indiana with a bachelor’s degree in management and completed his MBA in 2014.In a city and state known to be a bit crazy about basketball, Ryan and his twin brother were members of the 1997 Bloomington High School North state championship team – the last single class champion in Indiana. Ryan is active in several local philanthropic organizations. A sports fanatic, he has coached a number of youth athletic teams in the community and also enjoys watching his three children and their sports teams compete. Alyce Zollman Associate Financial Advisor (812) 332-6333 (812) 323-3154 AZollman@rwbaird.com Alyce began her career in wealth management in 2004 after graduating magna cum laude from Ball State University’s Honors College with a degree in telecommunications. She also competed on the Cardinals’ women’s tennis team, and was a three-time Academic All-American. In addition to her financial advisory work, Alyce has provided market and economic commentary on multiple national news programs and publications, including The Wall Street Journal, CNN, The CBS Evening News with Katie Couric, and Fortune magazine. She holds the Series 7, 63 and 65 Securities Registrations, as well a Life, Health, and Long-Term Care Insurance license. She also earned the Accredited Asset Management Specialist℠ designation from the College for Financial Planning. Alyce is involved in a number of community organizations in Monroe and Lawrence counties, and serves on the board of directors of Cardinal Stage. She lives in Bloomington with her black Lab/dachshund mix, Dexter. Meet Our Client Specialists 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. 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.