Shawn has been helping individuals and families craft solutions to achieve their financial goals for more than 25 years. He came to Colorado, from Anchorage, Alaska, to attend Colorado State University where he graduated with a bachelor’s degree in Business Management. Early in his career, Shawn earned the CERTIFIED FINANCIAL PLANNER™ certification to best serve his clients. He began his career at RAF Financial and INVESCO Mutual Funds, and moved into a Financial Consultant role at Charles Schwab & Co., Inc. before joining Baird as a Senior Vice President and Branch Manager. Shawn has extensive knowledge of investments, insurance, tax, estate and retirement planning, and he implements a unique approach to solving complex financial issues.

Shawn is a long-time resident of Westminster, Colorado with his wife, Francine, and two daughters, Allison and Morgan. In his spare time he enjoys the great Colorado outdoors on his mountain bike or skis. On most weekends he can be found cheering on his girls’ competitive soccer teams.

Will grew up in a small town in Oregon and moved to Colorado to attend college. He graduated with a bachelor’s degree in Mathematics from the University of Colorado at Boulder and has lived in Boulder ever since. He has over 20 years of financial industry experience working directly with families and individuals. His career started at Charles Schwab and Company as a Financial Consultant, where he worked in the Boulder Branch for 13 years. During his time there, Will was recognized twice as a member of the Charles Schwab Chairman’s Club. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2005 and continues to focus on financial planning as his primary specialty.

Will lives in Boulder with his wife, Andrea, and two children, Ellie & Zander. When Will is not in the office, he is most likely traveling with his family, skiing, mountain biking, camping or enjoying water sports.

Collin joined the team in 2023 and is working to obtain his FINRA Series 7 and Series 66 designations, with the ultimate goal of earning his CFP® certification. Collin worked for 3 years in banking after earning his bachelor’s degree in business economics from the University of Wisconsin  - Eau Claire.

Jacob joined Baird in 2022 after graduating from the University of Wisconsin-Madison with a Bachelor’s Degree in Economics. Originally from Milwaukee, WI he is excited to be in Boulder, CO and apart of the Smith Norris Group. Jacob holds his FINRA Series 7, 63, and 65 designations with the plan of obtaining his CFP® certification in the upcoming year. He is passionate about helping others navigate their financial goals. Outside of the office, Jacob enjoys spending his time outdoors - whether it’s hunting, fishing, or golfing, he’s always up for a new adventure.