With more than 32 years of industry experience and a degree from Miami University, Philip Parish is committed to helping clients build, manage and preserve their wealth through comprehensive financial guidance. He focuses on developing lasting relationships and providing personalized advice across investment management, retirement planning, tax reviews and estate planning considerations.

Phil believes that understanding a client's complete financial picture is the foundation of meaningful advice. By combining experience with a thoughtful, relationship-driven approach, he strives to help clients feel confident, informed and prepared for the future.

When he's not working with clients, Phil enjoys biking, golfing, reading, listening to music and spending time with his wife, Cheryl and their three daughters.

With more than a decade of experience in the securities industry, Susan is dedicated to helping clients feel confident and well-supported as they pursue their financial goals. Since joining Baird in 2021, she has built a reputation for providing attentive service, fostering meaningful client relationships, and ensuring a seamless experience through every stage of the financial planning process.

Susan holds Series 7 and Series 66 licenses and takes pride in delivering responsive, knowledgeable support with a focus on building trust and long-term partnerships.

Outside of her professional responsibilities, Susan enjoys spending time with family, cooking big meals, hosting gatherings in her home, and traveling.

A Louisville native, John‑Logan earned his bachelor’s degree in Communications with a minor in Political Science from the University of Kentucky before receiving his Juris Doctor from the University of Louisville’s Brandeis School of Law. His successful completion of the Bar Examination reflects a strong work ethic and an ability to navigate complex legal concepts with clarity and precision.

John‑Logan’s legal background enhances our team’s estate‑planning and comprehensive planning capabilities. With a focus on planning coordination and documentation, he plays a key role in ensuring a seamless and well‑organized client experience.

Outside of the office, John‑Logan enjoys golfing, playing tennis, spending time with family, and cheering on the Cincinnati Bengals and Reds alongside his brother