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Meet Our Team

Integrity, Experience, Vision, Collaboration.

There's power in knowing you don't have to go it alone.

Together we can turn your financial concerns into positive solutions.

Jan Blake-Pearson CWA®

Director, Financial Advisor

(502) 420-1419

Jan began her wealth management career at Baird, where she has helped clients pursue financial well-being for over 20 years. She received the designation of Chartered Wealth Advisor® from the Estate and Wealth Strategies Institute at Michigan State University in 2007. She holds Series 7, 63, 65 and Insurance licenses.

Jan is a graduate of Indiana University with a Bachelor of Science in Business Administration. She is an alumni of the Focus Louisville/Leadership Louisville program, and served as a Loaned Executive to Metro United Way. Prior to her career with Baird, she spent over a decade in the healthcare industry where she participated in the establishment of and served as President for a workers’ compensation managed care joint venture.

Jan and her husband Joe reside in New Albany, Indiana, where they are involved with historic preservation. She enjoys travel, boating, cooking and spending time with family and friends.

Laurel M. Lee CFP®

Financial Advisor

(502) 420-1395

Laurel joined Baird in 2013. She has attained the certification of Certified Financial Planner™ professional, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. She holds Series 7, 66 and Insurance licenses. She began her career in financial services in 2011 as a Financial Advisor with Waddell & Reed, providing investment and financial planning to individuals and families.

Laurel grew up in Louisville and graduated with a Bachelor’s degree from Xavier University in Cincinnati. She served in various management positions in the local convention and hospitality industry before gaining an interest in the financial services industry.

Laurel and her husband, Jason live in Louisville with their two children.   They enjoy frequent group events and getaways with their extended family. Laurel also enjoys participating in community and stewardship activities.

Annemarie Douglas

Client Assistant

(502) 420-1393

  Annemarie began her career at Hilliard Lyons in 1991, working in the Compliance department and eventually assisting with trading on the OTC trading desk.  After taking several years off to raise her family, she returned to Hilliard Lyons in 2014 as a Client Service Associate and transitioned to Baird in 2019. Annemarie holds a Bachelor’s degree in Marketing from the University of Louisville School of Business.  She recently married the man of her dreams in May of 2020.  Annemarie enjoys volunteering with Dare to Care. She is an avid NFL sports fan and health enthusiast who enjoys traveling, healthy cooking, exercising and spending time with family and friends.