Jennifer began her journey at Baird in 2013 as a Foundations Program Associate, where she immersed herself in the Private Wealth Management business from the ground up. Today, as a Financial Advisor, Jennifer brings not only expertise but genuine compassion to every client relationship. She believes that financial planning is more than numbers; it's about understanding what truly matters to people and helping them build a future around it. 

Jennifer is known for her unwavering commitment to putting clients first. She takes the time to listen, learn, and create financial strategies that reflect each client’s unique goals, values, and dreams. 

Jennifer attended Regis University where she earned her Bachelor of Science Degree and her Master of Accounting Degree. Jennifer is an active member of the Divine Savior Holy Angels Board. In her free time, she enjoys skiing, boating, traveling, and spending time with her husband, Tim, and daughters, Mia, McKenzie, and Madelyn. 

Chris began his career in financial services in 2017, bringing with him a rich background in the non-profit sector where he discovered a passion for connecting with people and making a meaningful impact. That same passion continues to drive his work today as he helps individuals, families, and organizations become more strategic and intentional with their financial resources. He believes that money is a tool to support what matters most, whether that is securing a family’s future, supporting charitable causes, or creating a lasting impact across generations. 

Chris graduated with a BBA in Business Finance from Carroll University. He holds a Certificate in Financial Planning from Northwestern and has been a CERTIFIED FINANCIAL PLANNER® professional since 2021. He and his wife McKenna, and their three children live in the Lake Country area and enjoy being active in their community. Chris enjoys playing golf, being outdoors, and spending time with his family.  

Brian joined Baird in 2012 and soon after earned his Accredited Wealth Management Advisor designation from the College of Financial Planning. With more than a decade of experience, he combines holistic investment and financial planning expertise with a client-focused approach. Brian enjoys using his analytical mindset and passion for solving complex challenges to help clients navigate their financial lives with confidence.  

Brian graduated from the Lubar School of Business at the University of Wisconsin- Milwaukee. Brian is very passionate about service and community. He has served on Baird’s NextGen Advisory Council and was previously a board member for the Juvenile Diabetes Research Foundation. In his time away from the office he enjoys biking, woodworking and golfing. He and his wife Theresa live in Pewaukee with their three children.