Dan Kern
Director | Senior Investment Consultant
262-338-7793
Dan joined the Kern Group, a second generation Baird practice, as a Financial Advisor in 2006. He partnered with his father Ted Kern, who spent 28 years with Baird, before retiring in 2010. Prior to joining Baird, Dan worked as a...
Liz Ratzburg
Financial Advisor
Michelle Oldham
Branch Administrative Supervisor | Assistant Vice President
262-338-7793
Michelle began her career in the financial & insurance industries in 2008. She has held a variety of roles in the industry, all with a client focus. Prior to joining Baird, Michelle was the Team Lead for a small wealth management...
Advisory Network
Matt Urbanek, CFP®, CRPC®
Wealth Planner
Scott Grenier CFP, AEP®
Manager of Estate Planning
Tim Steffen CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Erica Kroll
Insured Solutions Consultant
Jeannette Haen
Education Planning Consultant
Melanie Schmeiding CTFA
Director of Baird Family Wealth