Senior Vice President
Andy is the Branch Manager for the firm's Bellevue Washington office. Andy started his career at RBC Dain Rauscher in 2001 and then joined McAdams Wright Ragen in 2005. In 2014, after Baird acquired McAdams Wright Ragen, Andy became a shareholder and Financial Advisor in the Private Wealth Management division of Baird. Andy also serves individuals, families, and corporate retirement clients as a member of the Shaughnessy Roed Group. Andy currently holds FINRA 7, 9, 10, and 66 licenses and is a member of Baird's Financial Advisor Advisory Committee and President's Club.
Andy graduated from Washington State University in 1998 and enjoys spending his free time with his son and daughter, coaching basketball, and volunteering with the Bellevue Schools Foundation.
Branch Administrative Supervisor
Patrice is the Branch Administrative Supervisor for Baird’s office in Bellevue, Washington. After spending seven years at McAdams Wright Ragen, she joined Baird's Private Wealth Management division and became a shareholder in 2014 when Baird acquired McAdams Wright Ragen.
Patrice has over 30 years of experience in the financial services industry and holds FINRA series 7, 24, 63 and 65 licenses. As a Registered Client Specialist for most of her career, Patrice has gained valuable experience and has made the commitment to support and strengthen client relationships through her service expertise.
Along with assisting Branch Manager Andy Roed in the Bellevue office, Patrice also served on Baird's Registered Assistant Advisory Council from 2015 - 2017 whose main focus is to represent, support and empower Baird’s Client Specialists.
Patrice enjoys cooking, spending time on the Oregon Coast and the San Juan Islands, and wine tasting in the wineries and tasting rooms of Woodinville, where she resides with her husband, Jeff.
* Baird ranked #1 in Seattle Business Magazine's list of "WASHINGTON'S 100 BEST COMPANIES TO WORK FOR" in the
category, Firms Headquartered Outside Washington State.