Meet Our Team

At the Flick Fuller Group, we pride ourselves on what makes us different. Dale is our wealth planning expert who provides guidance to navigate the difficult landscape of financial decisions that can sometimes seem overwhelming. Rick is the master of investment management who dives deep into your portfolio to ensure it will adapt to changing macroeconomic events and personal life changes. Spring brings a sense of calm to every interaction, ensuring you always have what you need to feel comfortable and confident that you’re in the right place. Together, we have one goal: To make sure you have everything you need to feel secure in your financial future.

Dale D. Flick, CFP®, CIMA®

Senior Vice President

I was an early adopter of the advisory business model, delivering high-quality advice that focuses on my client’s personal goals and desires. For the last 40 years, I’ve built meaningful relationships based on...

Rick C. Fuller, CIMA®

Senior Vice President

503-922-4893

rfuller@rwbaird.com

With more than 30 years in this business, I still learn something new every day – and I wouldn’t have it any other way. Where most people enjoy reading fiction in their time off, I enjoy reading investment management-related research...

Spring Bennett

Senior Client Specialist

503-422-4062

spbennett@rwbaird.com

I’ve spent more than 20 years helping clients bring order and clarity to the financial management process. Whether that’s making sure you’ve completed essential paperwork or ensuring...

Advanced Planning Team

Advanced Planning involves a range of wealth management issues that require a significant depth of expertise. Your relationship with The Flick Fuller Group is a collaboration between our team and the deep resources at Baird. With access to additional council from our dedicated in-house professionals, our team can tailor the most complex solutions facing your family or business.

Andrea Paradise, CFP®

Wealth Planner

Andrea is a Wealth Planner and Senior Vice President at Baird, having joined the firm in December of 2023. Andrea has been in Financial Services for over twenty-five years. She has spend the last ten years as a Wealth and Financial...

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...

Mark Criner

Vice President

Mark is a Vice President and Trust Strategist for Baird Trust serving from the Scottsdale, Arizona office. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. He has over 20...

Michael S. Oehler, JD, LLM

Wealth Strategist

Michael Oehler is a Wealth Strategist supporting clients and advisors in Baird’s Western market. He has over 20 years of experience advising clients on their estate, tax, financial and wealth planning needs. Prior to joining Baird,...

Scott Grenier, CFP®, AEP®, CAP®

Manager, Tax & Estate Planning

Rob Lawton joined Robert W. Baird & Co. in 2024. Rob is currently a Vice President and Senior Estate Planner for Baird’s Private Wealth Management Group. Rob's role focuses on assisting Baird Financial Advisors and their clients with...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us