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