Broker Check

Our Team


Combined Years Of Experience




Top Industry Designations


Certified Financial Planners



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


Goal Setting

Investment Management & Research

Cash Flow Analysis

Financial Planning

Asset Allocation

Estate & Tax Planning

Daniel Matthews, CPWA®

Director | Financial Advisor

(812) 332-6333

(812) 323-3154

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...

Loren A. Snyder, CFP®

Managing Director | Financial Advisor

(812) 332-6333

(812) 323-3154

Loren began his career in the wealth management industry in 2008. He graduated with a bachelor’s degree in finance from Butler University, where he also competed on the Bulldogs’ men’s cross-country and track teams....

Alyce Zollman, CPWA®

Vice President | Associate Financial Advisor

(812) 332-6333

(812) 323-3154

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...

Colleen Curry

Vice President | Financial Advisor

(812) 332-6333

(812) 323-3154

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...

Vadim Morozov

Financial Advisor

(812) 332-6333

(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) 738-3217

(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

(773) 573-0321

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


Account Services & Maintenance

Money Movements


Account Opening & Transfers

Practice Management

Social Media & Marketing

Amanda Werhane

Client Assistant

(812) 332-6333

(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) 332-6333

(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) 332-6333

(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) 738-3217

(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

relationship focused with technial expertise

estate & wealth planning

holistic approach

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.