Meet The Team

Jacob is a Managing Director and Financial Advisor for the Duffy Group. Joining Baird in 2010, he brings 15 years of investment and portfolio management expertise on behalf of his clients.

Ever since Jacob was a teenager he has taken a keen interest in investing, talking business and stocks at the dinner table with his father, a financial advisor that’s been in the business most of his life. Jacob graduated from Washington State University in 2000, majoring in Finance and Insurance Risk Management. In 2001, he began his career in Pittsburgh, Pennsylvania at Federated Investors. Jacob moved to Scottsdale later that year and has remained there ever since. After Federated, Jacob spent much of his career at Smith Barney before moving to Baird in March 2010.

Jacob joined the Scottsdale Sunrise Rotary in 2015 and was elected President of the group in 2018. He also supports charitable organizations like the Children in Need Foundation, Support Arizona Youth, the Care Fund and the Injured Marine Fund. Jacob has been married to his wife Leslie for over 12 years and has two young children. When Jake is not working or spending time with his family, he enjoys climbing Camelback Mountain and playing golf.

Arizona Insurance License # 185085

David joined Baird in 2014 as a Financial Advisor and became Partner of The Duffy Group in 2016. Prior to joining Baird, David was Vice President at a boutique estate planning and wealth management firm in Phoenix for 6 years working with affluent business owners, professional athletes and celebrated entertainers.

David graduated from the W.P. Carey School of Business at Arizona State University, majoring in Managerial Economics. He holds his FINRA Series 7 and 66 licenses. Credentialed with the Qualified Plan Financial Consultant (QPFC) designation, David is regarded as an expert in the highly specialized retirement plan industry. He also recently obtained his Certificate in Personal Financial Planning from University of California – Los Angeles and is licensed as a Life, Disability, Health, Long-term Care, Property and Casualty Insurance Broker.

David is an active member of several organizations including Executive Council Charities (EC70 – nonprofit dedicated to helping Arizona youth), Central Arizona Estate Planning Council, East Valley Estate Planning Council and the Celebrity Fight Night Foundation committed to Parkinson’s research. David is an avid golfer, sports enthusiast and enjoys spending time with family and friends.

Arizona Insurance License # 924157

Katelyn is an Associate Financial Advisor with The Duffy Group. In this role she focuses on comprehensive financial planning for The Duffy Group's multi-generational client base.

Katelyn graduated from the University of Arizona with a Bachelor of Science in Business Administration degree, majoring in marketing. After college she worked on the Marketing and Communications team at an investment management firm in Milwaukee, Wisconsin, returning home to Arizona to work for Baird.

Katelyn holds her Series 7 and 66 licenses, as well as her CERTIFIED FINANCIAL PLANNER™ Certification. In her free time, Katelyn enjoys spending time with her family, friends, and dog, being active, and traveling.

Julie is a Client Specialist with The Duffy Group. She joined Baird in December 2017, bringing over 28 years of previous professional experience.

Prior to joining Baird, Julie served as an Account Executive and Executive Assistant to the CEO. Her extensive professional experience is what ultimately led her to Baird and supporting The Duffy Group.

Julie has her Arizona Real Estate License and is certified in Early Child Care Management. She holds her FINRA Series 7 and 66 licenses and recently obtained her WMCP® certification.

Julie moved to Scottsdale from California as a young girl and eventually raised her two sons Chase and Jake here. She loves the outdoors and seeing all the diversities in nature. She supports her local American Legion and believes in honoring those who have served for our country.