Professional Resources
To provide the most seamless of planning, we work hand-in-hand with a number of Certified Public Accounts, Estate Planning Attorneys, Insurance Specialists, etc. to ensure all financial areas are considered and cared for accordingly. By having a network of internal and external professional resources, our team is able to provide an additional level of service to our clients. A sampling of our most relied upon resources include:
Internal Baird Resources
Erica Kroll - CLU®
Senior Insurance Specialist
Insurance Services
Erik Dahlberg
Executive Director PWM
Private Wealth Management
Chuck Severson
Senior Portfolio Manager
Baird Equity Asset Management
Joel Grant
Muni Trader/Portfolio Consultant
PWM Fixed Income Trading
External non-Baird Resources
Kari Thompson Young - JD, CPA
Mohr CPAs LLP
10361 Innovation Drive Suite 150
Milwaukee, WI 53226
(414) 244-9941
Karl Ayer - CPA, CMA
Karl Ayer CPA
N112W16298 Mequon Road
Germantown, WI 53022
(262) 242-0571
David Weinberg - CPA
BDO USA, LLP
330 E Kilbourne Ave, Ste 950
Milwaukee, WI 53202
www.bdo.com
Jennifer D'Amato
Reinhart Boerner Van Deuren Attny at Law
1000 Water Street, Suite 1700
Milwaukee, WI 53202
(414) 298-8319
www.reinhartlaw.com
John Herbers - Trust and Estate Law
Reinhart Boerner Van Deuren Attny at Law
1000 Water Street, Suite 1700
Milwaukee, WI 53202
(414) 298-8319
www.reinhartlaw.com
Robert W. Baird & Co. does not have any formal relationships or arrangements with any of the External non-Baird Resources listed above. This list should not be considered an endorsement of the products or services offered by these individuals or their firms.