Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability. That’s why I am dedicated to getting to know you – not only as a client, but as a member of the community we share– so that I can understand your unique vision and needs.

Rather than following a prescribed formula, I like to connect what I know about you with what I’ve learned over the years to craft a financial roadmap tailored to your specific situation. In addition to my Bachelor of Arts from the University of Kentucky, I have continued to hone my skills that enable me to build on my 41 years of industry experience and expertise. I’ll work alongside you to help ensure you realize your vision for your future. I’m pleased to be able to share my expertise, backed by the team of financial professionals in the Baird family. I will guide you with confidence at every turn on the path to long-term financial stability.

It’s your future. Let’s make it bright.

Jason joined Baird in 2019 through its merger with Hilliard Lyons, bringing with him more than 20 years of experience in financial advising. As a Certified Financial Planner™ and Accredited Asset Management Specialist℠, he offers clients a thoughtful, personalized approach to wealth management.

A graduate of the University of Kentucky with a degree in finance, Jason specializes in comprehensive financial planning—including investment management, education, and estate planning—for individuals, families, and small businesses. His commitment to building long-term relationships is at the heart of his practice.

Outside of work, Jason enjoys spending time with his wife, Cassie, and their son, Tristan.

A native of Chicago, she comes to the team having completed her B.A. in Finance from Western Kentucky University. She began her career at Baird in the Bowling Green, KY office as an intern and temporary associate before relocating to Lexington and joining Rod and Jason as their Client Assistant in early 2022.

Christina is devoted to delivering exceptional service and cultivating long-term relationships with clients and their families. Outside of work, Christina serves on the Board of Directors for Big Brothers Big Sisters of the Bluegrass and proudly mentors her "Little", Hazel, as a Big Sister. 

Mason, originally from Ashland, KY, is a graduate of the University of Kentucky where he earned his degree in Finance. He joined Baird in 2024 as an intern before joining the team full time in 2025. Mason is passionate about helping clients navigate their futures through long-term financial planning to reach their goals. He is committed to building meaningful and lasting client relationships.