Our Team | The McRoberts Richmond Group

The McRoberts Richmond Group consists of a team of experts focused on comprehensive financial planning and investment management through the MASTERPLAN^® process. With this approach, we ensure our advice to help meet your goals comes after fully understanding your family, your values, and your situation.

Our promise is to provide insight that makes achieving your goals possible and shows that we know our clients. Both on a personal and financial level. Because of this we will become your most trusted advisor.

Meet Our Team

Craig R. McRoberts

Managing Director | Financial Advisor

412-633-1604

cmcroberts@rwbaird.com

Craig is a Managing Director and Financial Advisor in The McRoberts Richmond Group at Baird Private Wealth Management. He joined Baird in 2022 via the merger with Hefren Tillotson. With over 31 years of industry experience, Craig uses...

Daniel C. Richmond, CFP^®

Senior Vice President | Financial Advisor

412-633-1616

drichmond@rwbaird.com

Dan is a Senior Vice President and Financial Advisor in The McRoberts Richmond Group at Baird Private Wealth Management. He joined Baird as part of the merger from Hefren-Tillotson in 2022. In his 20 years in the industry Dan has...

Sean W. Lawrence, CFP^®

Financial Advisor

412-633-1774

slawrence@rwbaird.com

Sean is a Financial Advisor in The McRoberts Richmond Group at Baird Private Wealth Management. He joined Baird through the Hefren-Tillotson merger in October 2022. Sean has spent over 5-years working in various...

Allison Deklewa

Client Specialist

412-633-1644

adeklewa@rwbaird.com

As a Client Specialist, Allison is responsible for ensuring seamless day-to-day operations management, leveraging Baird’s technology, and most importantly, providing white-glove service for our clients. She has been in the financial...