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1400 Rocky Ridge Drive, Suite 250, Roseville, CA 95661

916-783-6500
ferrimanestopinalmccuskergroup@rwbaird.com
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Meet Our Team

The Ferriman, Estopinal, McCusker Group

Often, when financial advisors form a team, they do so to simply share resources but remain generalists working to serve all of the needs of their respective clients.  The Ferriman, Estopinal, McCusker Group believes the true value of teamwork lies in the ability to specialize and pool our diverse talents and expertise to collaboratively serve you in a more comprehensive way and at a deeper level.

 Our team is built on the collective expertise of our lead members, who average more than 30+ years of financial industry experience guiding clients like you. In addition to specializing in vital areas such as estate planning, investment management, financial planning and risk management, all of our partners have pursued advanced certifications and accreditations to help ensure the advice we provide represents the very best our industry offers. Learn more about our designations, here. 

Robert J. Ferriman III, CPWA®

Robert J. Ferriman III, CPWA®

Director

916-783-6543

rferriman@rwbaird.com

Robert Ferriman is a Certified Private Wealth Advisor®SM practitioner with over 33 years of experience in the financial services industry. The CPWA® designation, delivered by the Investment Management Consultants...

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Patty Estopinal

Patty M. Estopinal, CIMA®, CDFA®

Director

916-783-6554

pestopinal@rwbaird.com

Patty Estopinal is a Certified Investment Management Analyst® professional with more than 30 years of investment experience. She specializes in wealth management for senior executives and families with the goal of using wealth to...

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Patrick McCusker

Patrick McCusker, CFP®

Financial Advisor

916-783-6556

pmccusker@rwbaird.com

Pat is a CERTIFIED FINANCIAL PLANNER™ with over 10 years of experience in the financial services industry. Prior to joining Baird in 2013 he was a financial advisor with Morgan Stanley. He holds his FINRA Series 7 and 66 licenses...

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Alicia Stuckert

Alicia Stuckert, WMCP®, ChSNC®

Assistant Vice President | Senior Client Specialist

916-783-6553

astuckert@rwbaird.com

Alicia Stuckert is a Wealth Management Certified Professional® and a Chartered Special Needs Consultant® with more than 20 years of experience in the financial services field. Alicia began her career after graduating with...

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Connie Ferriman

Connie Ferriman

Client Assistant

916-783-6548

cferriman@rwbaird.com

Connie joined Baird in September 2017. Prior to joining Baird, she was with Smith Barney where she worked with her husband, Rob Ferriman. She also worked at Wachovia Securities. Connie has always enjoyed working directly with clients...
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Nate Vavra

Nate Vavra

Client Assistant

Nate began his career with Baird in 2025 after completing the Private Wealth Management Internship Program. He graduated Summa Cum Laude from Jessup University the same year with a Bachelor of Science in Business Administration. During...
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Tina Hollar

Tina Hollar

Senior Client Specialist

916-783-6546

thollar@rwbaird.com

A Wealth of ExperienceTina began her career with Merrill Lynch in June 1992. She began as a cashier and worked her way up to Operational Supervisor. Having held numerous positions within the industry Tina realized her true passion was...
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Advanced Planning Team

Your relationship with The Ferriman, Estopinal, McCusker Group is a collaborative effort between our team and the deep resources of Baird. For advanced planning cases, we will frequently seek the additional counsel of our dedicated in-house experts. Collectively, we develop tailored solutions for the complex issues facing families with substantial wealth.

Michael Oehler

Michael S. Oehler, JD, LLM

Wealth Strategist

Michael Oehler is a Senior Estate Planner supporting clients and advisors in Baird’s Northern California market. He has over 20 years of experience advising clients on their estate, tax, financial and wealth planning needs.Prior...

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Tim Steffen, CPA/PFS, CFP®, CPWA®

Tim Steffen, CPA/PFS, CFP®, CPWA®

Director of Advanced Planning

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Eric Wikstrom

Eric Wikstrom, CPA, CFP

Tax Strategist

Eric joined Robert W. Baird & Co. in 2021 as a Tax Strategist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan investments. Throughout his...
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Jason Spitz

Jason Spitz

Business Owner Solutions, Vice President

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Erica Kroll

Erica Kroll

Insured Solutions Consultant

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Melanie Schmieding

Melanie Schmieding, CTFA

Director of Family Wealth

As Director of Baird Family Wealth, Melanie is responsible for the development of HNW and UHNW solutions and resources within Baird Private Wealth Management, supporting The Hock Group advisors and their clients.  Prior to joining...
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