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

Managing Director

J. Gillette Burns

J. Gillette Burns, CFP®, 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 serves as chairman of the board 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 a proud supporter of several art museums and non-profit organizations in Taos, NM, whose work promotes 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®, CPWA® Photo
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Beau Burns, CFP®, CPWA®

Financial Advisor

Beau Burns

Beau Burns, CFP®, CPWA®

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, 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 CPWA® certification in 2022. He also holds a Master of Science in Personal Financial Planning through the College for Financial Planning. 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 currently 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, QPFC Photo
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Marcus Fair, QPFC

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 is a leader in the retirement plan space with Diagrid Group that manages over 150 corporate retirement plans throughout the country.

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.




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.