Team Dan Foutch Director, Branch Manager (270) 651-2663 DFoutch@rwbaird.com Dan Foutch serves as Director and Branch Manager for Baird. Dan has 37 years of experience in comprehensive wealth management. Beginning his career at Hilliard Lyons in 1989, Dan quickly became a member of the Hilliard Lyons CEO Council. Dan holds the Chartered Wealth Advisor ® designation, having completed a curriculum concerning varied aspects of wealth management. Dan furthered his education by attending the Securities Industry Institute ®. Participants in this three-year program meet for one week each March on the campus of the Wharton School of Business at the University of Pennsylvania. Dan holds the FINRA Series 7, 9, 10, 63 and 65 registrations and is licensed by the state of Kentucky for life insurance and health insurance.Dan has been recognized by Barron’s Magazine as one of the “Top 1000 Financial Advisors,” as well as one of the “Top 5 Financial Advisors in Kentucky.” Furthermore, he has been ranked by Financial Times as one of the “Top 400 Advisors” in America.Through the years, Dan has enjoyed his involvement with educational, health-care, and community organizations. Dan is a member of Belmont University Board of Trustees and a member of the Executive Committee. Additionally, Dan serves as the Chair of the Athletics Committee at Belmont. Dan has been a member of the Board of Directors at T.J. Samson Community Hospital for 18 Years, while serving as Chairman of the Board for 3 years. Dan was a long time member of the Glasgow Rotary Club.Dan graduated Cum Laude from Belmont University with a Bachelor’s of Business Administration degree in 1982. At Belmont, Dan was a member of the Belmont Bruins Varsity Basketball team. Barrett Metzger Vice President, Financial Advisor (270) 651-2663 BMetzger@rwbaird.com Barrett Metzger serves as Vice President and Financial Advisor for Baird. Barrett holds the FINRA Series 7, 66 registrations and is licensed by the state of Kentucky for life insurance and health insurance. Barrett holds the Qualified Plan Financial Consultant ® designation having comprehensive knowledge of general retirement concepts, terminology, distinctive features of each plan, and how financial professionals play a role in the retirement planning process.Barrett is a former resident of Louisville, Kentucky where he graduated from Saint Xavier High School. As Captain of the Men's Soccer team, Barrett was a Patriot League Honor Roll member while graduating with Honors from Colgate University.Barrett is a member of the Alumni Association Board of Directors, Emerging Leaders Society, and 2010 Class Agent at Saint Xavier High School. Lisa Foutch Senior Client Specialist (270) 651-2663 LFoutch@rwbaird.com Lisa serves as a Senior Client Specialist for Baird. Her career began in 1982 with Robinson Humphrey/American Express in Nashville. She joined Hilliard Lyons in 1994 where she became Series 7 and Series 63 licensed. Lisa has a BBA undergraduate degree from Belmont University and a master's degree from Western Kentucky University with an emphasis in organizational communication. In 2007, she obtained the Chartered Wealth Advisor ® designation, having completed a curriculum concerning the varied aspects of wealth management. Lisa's focus involves client meetings and marketing. Lori Buchanan Client Specialist (270) 651-2663 LJBUCHANAN@rwbaird.com Lori serves as a Client Specialist for Baird. Lori began her career with Hilliard Lyons in 1994. Lori holds the Series 7 and Series 63 licenses. She graduated from Western Kentucky University in 1992 with a BA in Mathematics and History. Lori's strength is her attention to detail. Her focus is on operational and service related issues, including helping clients with questions about account maintenance, paperwork, and preparing account reviews for client meetings. She enjoys reading and spending time with her husband on their farm.