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Our Team

How We Work

How We Work

We built our team around simple values: honesty, integrity, and genuine care for the people we serve. These values are the reason we joined Baird and the standard we work to uphold every day.

Clients choose us for clear guidance, thoughtful coordination, and a relationship they can trust. Our focus is to help you make well‑informed decisions and to support you with a level of care that reflects Baird’s culture and tradition.

If you want to explore whether we are the right fit, we welcome the conversation.


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.

Jim Guckenberg, JD, CTFA

Jim Guckenberg, JD, CTFA

Senior Estate Planner

Kelsey Clair

Kelsey Clair, CPA

Tax Strategist

Erica Kroll

Erica Kroll, CLU®

Insured Solutions Consultant