Team Brian L. Agee Senior Vice President, Financial Advisor (304) 529-6500 firstname.lastname@example.org A graduate of Centre College in Danville, KY, Brian brings over 40 years of wealth management experience to assist a variety of affluent clients, including entrepreneurs, retirees, and business owners in need of professional financial guidance.Brian’s primary responsibility is fully understanding a client’s appropriate level of risk based on time horizon, financial goals, and market conditions. Based on these factors Brian focuses on complex and unique client needs, such as comprehensive financial planning, trust and estate structuring, and reviewing tax returns. By exploring and finding what is most important in clients’ lives, Brian is able to understand the goals for their family, lifestyle, business, and retirement, resulting in customized financial solutions and strategies to help achieve these goals. Originally from Huntington, WV Brian and his wife, Susie, have two sons. He enjoys reading, hiking, sailing and relaxing with family and playing with his 3 dogs. Brian has previously served on the board of directors for various charitable organizations, including American Red Cross Central Appalachia Region and Big Brothers Big Sisters of the Tri-State. He has served as a deacon and an elder in his local church and is currently serving as the church’s trustee."Wealth is rarely created on accident. The foundation for "wealth" is built on disciplined and intentional financial planning." Tyler J. Hutchison Financial Advisor 304-417-3644 THutchison@RWBaird.com After graduating from Yale University in 2015, Tyler started his career with Procter & Gamble, working in Seattle on P&G's Amazon business.Today, as a Financial Advisor at Baird, Tyler serves a select group of affluent individuals and families, primarily comprised of physicians, corporate executives, business owners, and high net worth families - advising them on all aspects of their financial lives. Tyler takes a personal approach to comprehensive financial planning, focusing on long-term wealth strategies, including investment management, specific goal identification and tracking, estate planning, tax minimization, and philanthropic strategies, as well as partnering with clients' other trusted advisors (i.e. CPA and estate planning attorney) to create a holistic approach to adding value.After living in the Pacific Northwest and in Cincinnati, Tyler and his wife, Kaytlin, have moved back to their hometown to raise their daughter (Emerson) and family in Huntington. Tyler serves his community as a board member of the Marshall University Quarterback Club. While not in the office or spending time with clients, you will find Tyler at Guyan Golf & Country Club, a local sporting event, or spending time with family and friends over bourbon and a cigar."The greatest luxury in life is the financial peace of mind that comes as a result of intentional, comprehensive financial planning." Jennifer Asbury Client Assistant 304-529-6500 JAsbury@RWBaird.com Jennifer has 25 years of experience serving as a Client Assistant having begun her career with Hilliard Lyons in 1996 and transitioning to Baird in 2019. She is involved in all aspects of the client experience from establishing an account with our team to then offering support in all areas, for the client and advisor, to build the best possible relationship and overall client experience. Jennifer enjoys spending time with family and serving in her local church through various outreach ministries and programs. “It is my goal and honor to serve every client in a timely fashion with the respect and care that comes with being a Baird client.” Trish Shepherd Client Assistant 304-529-6500 TLShepherd@RWBaird.com Trish brings over 30 years of industry experience to The Agee Hutchison Group. Trish started with Hilliard Lyons in 1991, then transitioned to Baird in 2019, as a Client Associate. She prides herself in building relationships with clients as she provides them with the best Baird experience. Her focus is on operational and client-service related issues. She is responsible for all areas of client and broker assisting. She enjoys reading, walking, traveling with friends, and spending time with her family."My goal is to give our clients the best Baird experience I can provide and to make each client feel important."