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7650 Edinborough Way, Suite 300, Edina, MN 55435

952-857-5500
thephillipsnavaragroup@rwbaird.com
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Meet the Team

Best-in-State wealth management

Best-in-State wealth management

We are honored to have been named a 2025 Best-In-State Wealth Management Team by Forbes/SHOOK Research.

To learn more about this award, click here.

Published on 1/9/25. Rankings based on data as of 3/31/24.

Our team approach adds perspective to all we do and provides increased benefits to our clients

Meet the Team

Dan Phillips

Dan Phillips, CLU®

Senior Vice President

952-857-5503

DPhillips@rwbaird.com

Dan's over 30 years in the industry provides him with a wealth of knowledge to provide his clients. While developing wealth management strategies for individuals, corporations and nonprofit organizations, Dan focuses on asset...

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Brandon Navara

Brandon Navara, CFP®

Vice President

952-857-5511

BNavara@rwbaird.com

Brandon has served clients in the financial services industry for over 20 years by providing financial planning services, retirement income planning and wealth management advice to individuals, families, and small businesses. He...

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Colin Surges

Colin Surges, CFP®

Financial Advisor

952-857-5517

CSurges@rwbaird.com

Colin joined Baird's Edina branch in 2018 after meeting teammates Daniel Phillips and Brandon Navara. Due to their likeness of upholding values in honesty, integrity and sharing a genuine passion for helping clients achieve what is...
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Abby McClay

Abby McClay

Client Specialist

952-857-5528

AMcClay@rwbaird.com

Abby began her career at Baird in our La Crosse, WI office working as a Branch Operations Assistant during her senior year at the University of Wisconsin-La Crosse. In 2023, she graduated with a Bachelor's degree in Finance and...
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