Staff Profiles
William M. Baxter, General Manager
Born in 1952, Bill is the firm Principal and General Manager. He has been in the financial service industry since 1997. He is a graduate of Winona State University, and completed his CFP® certification in 2004, CLU certification in 2006, and ChFC® certification in 2007. He has responsibility for the creation and management of Client financial strategies. Bill holds the following qualifications: FINRA Series 63 & 65. After serving as a member of a management team which completed a successful turnaround of a failing Milwaukee manufacturer in 1996, he served as a discretionary asset manager at Merrill Lynch, Morgan Stanley and Wachovia Securities. Bill joined Integrated Financial Solutions in April of 2006 to become the Director of Wealth Management Services. Bill joined Paladin in June of 2009.
Megan L. McCulloch - Partner
Born in 1984, Megan joined IFS in June of 2006, LCWM in June of 2009, and Paladin Partners in December 2009. She graduated from Marquette University with a Bachelor of Business Administration degree with majors in Finance and Marketing. While at IFS and LCWM she acted as the Operations Manager, responsible for the insurance and securities new and existing business, life insurance audits, trading, was a member of the Investment Committee, and managed the Broker/Dealer transition of IFS clients to LCWM. Megan serves on the firm's Investment Committee. She holds the FINRA Series 66 qualification and holds WI Life, Accident, and Health Insurance licenses. Megan's main responsibilities include:
- Managing Client Data
- Maintenance of Client Websites
- Scenario Modeling/Forecasting
- Financial Report Analysis/Generation
Ann J. Perkins - Project Specialist
Born in 1972, Ann has been in the financial industry for 9 years. She spent 7 years with Robert W. Baird and has experience in portfolio management, equity and mutual fund analysis. Ann has her WI Life, Accident and Health Insurance license and the FINRA Series 66 qualification. She joined Paladin and currently serves on the firm's Investment Committee. Ann works on investment, data management, and analysis projects as the need arises.