Broker Check

Our Baird Experts

“The Team Behind our Team” is a carefully selected group of subject matter experts with whom we work. These individuals are specialists in their fields and serve as our key resources to help evaluate specific challenges and devise appropriate recommendations for our clients. 

Extended Team

Erica Kroll, CLU®

Erica Kroll, CLU®

Insurance Specialist

Jason Spitz

Jason Spitz

Business Owner Solutions

Jeannette Haen

Jeannette Haen

Education Planning Consultant

Jim Guckenberg

Jim Guckenberg

Senior Estate Planner

Laurence Kluth

Laurence Kluth

Manager, Equity Compensation Planning

Sharon Schmid, QPFC

Sharon Schmid, QPFC

Retirement Plan Consultant