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New Client Onboarding

The Tools And Resources To Set You Up For Success

Welcome To The New Client Portal

You will find that this page serves as a hub for all the tools and resources that your New Client onboarding specialist will be referring to during the first 90 days of becoming a client. With the utilization of these tools and resources, you will be set up for success as a new client.

Your New Client Onboarding Specialists

Brooke Schakat

Client Assistant

270.467.9664

BSchakat@RWBaird.com

Brooke is a Client Assistant with the Perry Richey Group. She joined Baird in 2017 after being in the financial services industry for over five years.

Born and raised in Bowling Green, Brooke graduated from Western Kentucky University with a Bachelor of Arts in Corporate and Organizational Communication in 2011. Brooke primarily serves as our team’s New Client Onboarding specialist. She also identifies and implements business development strategies and serves on the Perry Richey Group leadership team to assist with the overall management of the practice.

In Brooke’s free time, she enjoys volunteering for several non-profits in our area and taking on leadership roles within those organizations. The organizations include CASA (Court Appointed Special Advocates) of South Central Kentucky, United Way of Southern Kentucky, and Center for Courageous Kids. Brooke has been recognized in local publications in 2018 and 2020 as a Top 40 Under 40 young professional. She is married to Jacob, and they enjoy spending time together with family and friends.

Melissa Steele

Senior Client Specialist

270.467.9664

MSteele@RWBaird.com

Melissa is a client specialist at the Perry Richey Group. She joined the team in 1994 and brings a wealth of experience in client service, having worked in the financial services industry since 1989.

Melissa is an integral member of the team and interacts with clients daily to facilitate a wide variety of inquiries. She offers prompt, courteous service and provides personal attention to each client.

When not at work, Melissa enjoys spending time her with daughter.