Andrew Schlafer, CFP®
Director, Financial Advisor
As your financial advisor, I believe it is important to understand who you are, what’s important to you and the goals you are trying to achieve before investing your money. I will work closely with you and your CPA, attorney and any...
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Micah Burch, CFP®, ChFC®
Financial Advisor
My desire is to ensure every client I work with has a better understanding of their goals and finances. Relationships matter and I work hard at understanding and getting to know my clients so I can help them accomplish their dreams in...
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Amy Lofgren
Senior Client Specialist
Amy Lofgren started her career in the financial services industry in 2008 after graduating from the University of Wisconsin-Eau Claire with a Bachelor of Business Administration degree. She joined Baird in December 2017 and obtained...
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It’s our job to ensure that no matter what the future has in store, you can pursue what matters most to you with confidence. And we’re not doing it alone – we have access to a full range of in-house wealth management experts who are just as committed to your success as you are.
Michael Burzynski, CPA
Tax Strategist
Jim Guckenberg, JD, CTFA
Senior Estate Specialist
Laura Ames, JD
Wealth Strategist
Tim Steffen, CPA-PFS, CFP®, CPWA®
Director of Advanced Planning
Eric Sobczak, QPFC, TGPC
Senior Retirement Plans Consultant
Jason Spitz
Director | Business Owner Solutions
Matt Weith
Senior Trust Strategist