Meet The Amato Buxton Group

Gavin is a Senior Vice President with Baird and a Certified Private Wealth Advisor®. He began his career in 2000 with Merrill Lynch and joined David Marshall in 2003 to form the Marshall-Amato Group which has grown to become the Amato-Buxton Group.

Gavin specializes in creating financial plans that help guide high net-worth individuals and families to achieve their specific goals and objectives in retirement. Realizing that no two clients are the same, he takes a specialized approach when recommending asset allocation and advanced planning strategies to meet these needs. While utilizing Baird’s in-house experts on tax, estate and insurance planning, Gavin is able to provide high-level advice in even the most complex scenarios. He understands that each client desires to leave a different legacy and he enjoys being a key contributor on that journey. It is this dedication to teamwork that led the MAB Group to win the 2018 “Baird Teamwork Award”. Gavin’s efforts and coordination in regards to Baird’s multi-faceted relationship with the World-renowned Texas Medical Center played a major role in this achievement.

Prior to starting his career, Gavin received his Bachelor of Science in Business Economics from Willamette University where he participated on the Bearcats Baseball and Golf teams.

In his spare time he regularly plays golf, baseball, bocce ball and is an assistant basketball coach for Jesuit High School. Gavin is a chemo-pal with the Children’s Cancer Association and serves on the Oregon Leadership Council with the American Lung Association. Since 2007, as the Jesuit High School Finance Day Speaker, Gavin has continuously educated younger generations to form a budget, live within their means and start saving to meet future financial goals.

Dan is a Financial Advisor and Senior Qualified Plan Consultant with Baird. Dan specializes in defined contribution retirement plans and high net worth clientele. His expertise is in plan management, portfolio management, defining plan costs, plan design, employee education, DOL initiatives, and fiduciary liability topics. He is instrumental in providing on-site, one- on-one financial planning to plan employees, executives and wealth management clientele.

Dan joined the Marshall-Amato-Buxton group in 2008 after beginning his career in financial services with Merrill Lynch. He was named to the Financial Times 401 Top Retirement Plan Advisors in 2019. Published October 10, 2019. Rankings as of December 31, 2018. In 2014, he was named a National Association of Plan Advisors (NAPA) "Top 50 Plan Advisors under 40." Listing as of Summer of 2014.

Dan received his Bachelor of Science in Business Administration with a concentration in Marketing from Oregon State University. He also earned the Chartered Retirement Plan Specialist (CRPS^®) designation in 2011 and the Qualified Plan Financial Consultant (QPFC) credential in 2012. Dan also holds the Certified Health Savings Advisor (CHSA@) designation.

Dan enjoys spending time with his wife Lauren, daughter, Daphne and son, Ren. He also serves as a board member for the March of Dimes and is a member of the National Association of Plan Advisors and the Retirement Advisor Council. In his spare time, Dan enjoys family vacations, charting stocks, and attending live sporting events.

Jess is a Senior Client Specialist with Baird. Jess has been in the industry since 2005. She has been a highly devoted member to The Amato-Buxton Group since 2007, tailoring high level client service to private wealth management...