Shawn Perry

Our wealth management team is based in Bowling Green, Kentucky, and serves clients across the nation. Over the last two decades, we have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value wealth management experience. Above all else, we believe in wisdom, discipline, humility, and transparency in the wealth management process.

We have helped hundreds of clients through a wide range of life transitions, and our mission is to shed light on the biggest challenges people face when hiring a financial advisor. This book has been carefully crafted to help you confidently navigate these challenges.

Shawn is team leader and branch manager with the Perry Richey Group. He joined Baird in 2017 and brings to the team a problem solving, big picture view of the industry.

Shawn graduated from Western Kentucky University with a Bachelor of Science degree in Finance. Shawn works primarily with the practice's top 50 clients applying his expertise in estate and tax planning. Shawn holds two top industry designations, CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®.

Shawn is actively involved with Center for Courageous Kids (CCK) as Board Chairman. Shawn is married and has three children. Shawn loves reading, golf, hunting, mentoring college students, and traveling with his family.