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About Us

Our team combines expertise in private wealth management and corporate retirement plans with a key focus on serving the complex needs of successful business owners.

As advisors to the largest AGC 401(k) plan in the nation, we are uniquely positioned to partner with clients in the construction industry, helping owners grow and protect the wealth they’ve created, and helping their employees save for retirement.


J. Gillette Burns, CFP®, CPA, CPWA® Photo
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J. Gillette Burns, CFP®, CPA, CPWA®

Managing Director

J. Gillette Burns

J. Gillette Burns, CFP®, CPA, CPWA®

Gillette grew up in Houston and graduated from Baylor University in 1984 with a BBA in Accounting and Finance. He subsequently earned his CPA designation and pursued a career in public and private accounting, and later, served as the CFO of a privately-owned manufacturing company in Del Rio, TX. Gillette decided to pursue a lifelong calling when, in 1999, he became a financial advisor.

Gillette gained his CFP® certification in 2001 and his CPWA® certification in 2018, and for the better part of two decades he has dedicated himself to helping people navigate their financial futures. He considers it a privilege to be counted upon as a trusted source of advice by his clients, many of whom he has come to know as dear friends.

Within the community, Gillette is a board member for HeartGift Houston, a nonprofit that provides life-saving heart surgery to children from around the world who don't have access to specialized medical treatment. He is also involved with the Taos Arts Council, which works to promote awareness and appreciation of local artists in Taos and Northern New Mexico.

Gillette and his wife, Molly, have three adult children and two English Cream Golden Retrievers. His favorite activities include golf, fishing, and spending time in Taos, NM, and the Texas Hill Country.



Stephen Ellsworth, QPFC Photo
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Stephen Ellsworth, QPFC

Senior Vice President

Stephen Ellsworth

Stephen Ellsworth, QPFC

Senior Vice President

Stephen grew up in North East Texas and graduated from Texas A&M University in 1992 with a bachelor’s degree in Economics. He began his career in banking in the Dallas/Fort Worth area, before transitioning to a management position in manufacturing, serving the Texas and Louisiana markets. In 2004, Stephen decided to pursue his true passion and became a financial advisor.

Stephen’s team is one of twelve teams at Baird holding the Senior QPCG title. The Baird Senior QPC Group specializes in the management, design and maintenance of qualified and non-qualified retirement plans. This group was launched in 2008 with the purpose of providing qualified plan clients with the most credentialed, knowledgeable and qualified advisors in the industry. For over a decade, he has focused on growing the AGC SWC 401(k) plan, which now includes over 120 corporate plans across the Southwest with over 9,000 participants.

Stephen lives in Pearland with his wife, Rachel. He enjoys most anything outdoors and is an avid Houston Astros fan. His older son, Carson, recently graduated from Stephen F. Austin State University; his younger son, Tanner, is a freshman at Trinity University. Stephen is active in the community, including having served as Finance Chairman at his church and Finance Chair of the Pearland High School Cross Country Booster Club.




Beau Burns, CFP®, MS – Financial Planning Photo
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Beau Burns, CFP®, MS – Financial Planning

Financial Advisor

Beau Burns

Beau Burns, CFP®, MS – Financial Planning

Beau began his career in wealth management at Baird in 2014. He is a proud graduate of Wake Forest University, where he majored in English and minored in French and Film Studies. Beau also earned a Master of Arts in Education at WFU, making him a Double Deac.

Beau's focus is helping business owners plan for life after a liquidity event, when their assets, income, time, and attention are no longer tied to their business. This transition requires planning in a number of areas, including investments, tax, legacy, liability, and lifestyle. Beau takes a highly consultative approach to his practice, working closely with clients and coordinating services with subject matter experts.

Beau earned his CFP® certification in 2017 and his Master of Science in Personal Financial Planning in 2018. His research on retirement planning has been featured in The Journal of Financial Service Professionals, and he regularly publishes articles on his blog, Beau Knows. He serves on the board of the Estate Planning Council of Winston-Salem.

Outside of work, Beau spends most of his time with his beautiful wife and two children. Not one to sit in front of a screen any more than he has to, Beau enjoys being outdoors, playing golf, and staying active. Experience has taught him that good friends, good music, and good wine mix well, and a good God makes everything better.




Marcus Fair Photo
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Marcus Fair

Financial Advisor

Marcus Fair

Marcus Fair

Prior to joining Baird in 2018, Marcus worked in banking in the Milwaukee area. It was there he discovered his passion for helping individuals and families make financial decisions. This led him on a path to becoming a Financial Advisor.

A CFP® candidate, Marcus provides comprehensive financial planning advice to his clients. Additionally, he leads education initiatives for employees within AGC SWC 401(k) plan.

Marcus graduated from Cardinal Stritch University in Milwaukee, WI with a BA in Business Administration. Marcus was captain of the Men’s Basketball team that won two conference championships during his time there. In addition to being a huge Chicago sports fan, Marcus enjoys traveling and spending time with friends & family.




Robert Brann, QPFC Photo
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Robert Brann, QPFC

Director / Affiliated Partner

Robert Brann

Robert Brann, QPFC

Director / Affiliated Partner

Robert, a third generation Houstonian, is a Director and Senior Financial Advisor of Wealth Management with Robert W. Baird. He graduated from the University of Texas at Austin with a bachelor’s degree in economics. While in college, Robert worked for a investment brokerage firm leading him to a career in financial services.

Providing personalized financial planning and investment management for over 30 years, Robert delivers a unique perspective for clients seeking retirement income and wealth preservation.

Robert lives in Houston with his wife, Julie. They have two grown daughters. Robert spends his free time racing sailboats and traveling.



Richard Shore, CPA Photo
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Richard Shore, CPA

Financial Advisor / Affiliated Partner

Richard Shore

Richard Shore, CPA

Financial Advisor / Affiliated Partner


Richard earned his bachelor’s degree in Business Administration and his master’s degree in Accounting from the University of North Carolina at Chapel Hill. Prior to joining Baird, he worked in public accounting with privately-held companies and for a family-owned travel management company. As a Financial Advisor, Richard is dedicated to understanding and caring for the details of clients’ personal financial decisions, while remaining resolutely focused on the big picture. Through financial planning, he helps clients align the way they spend, save, invest and give with their personal values and desires.

Richard and his wife Jessica have two children, Sara Brooke and Charlie. In his spare time, he enjoys playing golf and spending time with friends and family.




Stephen Edwards Photo
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Stephen Edwards

Financial Advisor / Affiliated Partner

Stephen Edwards

Stephen Edwards

Financial Advisor / Affiliated Partner

After graduating with a degree in Economics and Entrepreneurship from Wake Forest University, Stephen worked in campus ministry in Dallas, TX for three years before spending four and a half years in development for his alma mater. Stephen has a keen interest in community development and was a graduate of Leadership Winston Salem in 2017. His positive experience as a Baird client inspired him to join the firm as a Financial Advisor. He finds fulfillment in helping clients achieve confidence and clarity in their personal finances.

Stephen and his wife McKenzie, along with their two children Griffin and Rose, love Winston-Salem, their community at Redeemer Church, and time spent with family and friends. He is also an avid golfer.




Sarah Neff Photo
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Sarah Neff

Client Specialist

Sarah Neff

Sarah Neff

Sarah grew up in Pennsylvania and earned her Bachelor of Science in Business Administration at West Virginia University, with a minor in Entrepreneurship. She began her career in wealth management at D.A. Davidson before joining Baird in 2019. Sarah loves working side-by-side with clients to ensure that their needs are met and savors the opportunity to brighten their day.

Having previously lived in the mountains of West Virginia and Montana, Sarah and her husband enjoy spending time in the great outdoors with their son, Lane, and their Bernese Mountain Dog, Maverick.