Broker Check

Advisory Network

We partner with our internal experts at Baird to help deliver high quality advice. Our carefully selected experts assist us in addressing a broad spectrum of subjects. We review your complete financial picture and when appropriate, we consult with our network to evaluate your specific challenges and devise appropriate recommendations.

Internal Resources

Erica Kroll, CLU®

Insured Solutions Consultant

Kelsey Clair, CPA

Tax Strategist

Jim Guckenberg, JD, CTFA

Senior Estate Planner

Mike Burzynski, CPA

Tax Strategist

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