Jennifer began her journey at Baird in 2013 as a Foundations Program Associate, where she immersed herself in the Private Wealth Management business from the ground up. Today, as a Financial Advisor, Jennifer brings not only expertise but genuine compassion to every client relationship. She believes that financial planning is more than numbers; it's about understanding what truly matters to people and helping them build a future around it. 

Jennifer is known for her unwavering commitment to putting clients first. She takes the time to listen, learn, and create financial strategies that reflect each client’s unique goals, values, and dreams. 

Jennifer attended Regis University where she earned her Bachelor of Science Degree and her Master of Accounting Degree. Jennifer is an active member of the Divine Savior Holy Angels Board. In her free time, she enjoys skiing, boating, traveling, and spending time with her husband, Tim, and daughters, Mia, McKenzie, and Madelyn. 

Chris began his career in financial services in 2017, bringing with him a rich background in the non-profit sector where he discovered a passion for connecting with people and making a meaningful impact. That same passion continues to drive his work today as he helps individuals, families, and organizations become more strategic and intentional with their financial resources. He believes that money is a tool to support what matters most, whether that is securing a family’s future, supporting charitable causes, or creating a lasting impact across generations. 

Chris graduated with a BBA in Business Finance from Carroll University. He holds a Certificate in Financial Planning from Northwestern and has been a CERTIFIED FINANCIAL PLANNER® professional since 2021. He and his wife McKenna, and their three children live in the Lake Country area and enjoy being active in their community. Chris enjoys playing golf, being outdoors, and spending time with his family.  

Brian joined Baird in 2012 and soon after earned his Accredited Wealth Management Advisor designation from the College of Financial Planning. With more than a decade of experience, he combines holistic investment and financial planning expertise with a client-focused approach. Brian enjoys using his analytical mindset and passion for solving complex challenges to help clients navigate their financial lives with confidence.  

Brian graduated from the Lubar School of Business at the University of Wisconsin- Milwaukee. Brian is very passionate about service and community. He has served on Baird’s NextGen Advisory Council and was previously a board member for the Juvenile Diabetes Research Foundation. In his time away from the office he enjoys biking, woodworking and golfing. He and his wife Theresa live in Pewaukee with their three children. 

Caile joined Baird in 2013 and has over 20 years of experience in financial services. Prior to joining Baird, she worked as a commodity research analyst in Chicago. She enjoys using her CERTIFIED FINANCIAL PLANNER™ certification to meet the unique financial planning needs of our clients.

Caile grew up in Whitefish Bay and attended Divine Savior Holy Angels High School. She received her Bachelor’s degree from Saint Mary’s College at Notre Dame. Outside of work, she enjoys playing tennis, spending time at the beach and being with family. Caile lives in Hartland with her husband, Rob and their three children. In the fall they enjoy attending Notre Dame football games in South Bend, Indiana.

Liz joined Baird in 2020 after building a career in higher education and the non-profit sector where she developed a drive for helping others. Her commitment to service made the transition to Private Wealth Management seamless. In 2025, she obtained her CERTIFIED FINANCIAL PLANNER™ certification and enjoys working closely with clients to make their financial lives organized and easy to understand. 

Liz is a native of northwestern Wisconsin and a Marquette University graduate and now calls Wauwatosa home. She enjoys being outdoors, reading, cooking and spending time with her family.

Scott joined Baird in 2018 and has worked in financial services since 1996. Scott finds great joy in supporting needs of clients by getting to know them and always adding a personal touch.

Scott grew up in West Allis and earned his bachelor's degree from University-Wisconsin Oshkosh. He also holds an MBA from Marquette University.

Scott lives in Greendale with his wife, Kim, and their three children Maxwell, Samuel and Addison. In his spare time, Scott enjoys attending his children’s school and sporting events. Their family also loves to follow the Brewers and often plans their vacations to include Brewer away games to visit different baseball stadiums.

While studying finance at the University of Wisconsin-Milwaukee, Briana interned at Baird and upon graduation joined the firm full-time. She explored different roles within Baird and ultimately found her true passion was helping individuals and families within Private Wealth Management.

Briana was recognized in 2008 and 2010 with Baird’s Blue-Chip Service award reflecting her dedication of outstanding client service. Briana and her husband enjoy giving back within their community and supporting their two children in their extra-curricular activities. 

Sarah has been with Baird since 2008, starting her career in financial services that same year. Sarah is a Senior Client Specialist, focused on providing exceptional service and building lasting client relationships. Sarah holds a BA from Florida Gulf Coast University and is a native of Florida. Sarah enjoys outdoor activities, reading, and spending time with her husband and son.

Michael joined Baird full time in 2025 after completing a yearlong Private Wealth Management Internship with the team. Michael enjoys working with clients and solving complex problems. Michael earned a BBA degree from the University of Wisconsin–Milwaukee. Michael enjoys staying up to date on economic news and current events and exploring new restaurants in the Milwaukee area.