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Halien B
CFP®, Series 66
Milwaukee, WI
Robert Baird & Co.
Halien Besaw is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009. Besaw serves as a board member on the finance committee of Next Act Theater in Milwaukee. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations, utilizing a range of portfolio management strategies and advisory solutions.
Edward L
Series 66
Milwaukee, WI
Robert Baird & Co.
Edward Leranth is a financial advisor with Robert W. Baird Inc. in New Berlin, WI, holding a Series 66 designation and with 19 years of industry experience. He has been with Robert W. Baird since 2004. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.
Bradley V
Series 66
Milwaukee, WI
Robert Baird & Co.
Bradley Viegut is a Series 66-licensed advisor with Robert Baird & Co. in Milwaukee, WI, where he has worked since 1997, accumulating 27 years of industry experience. He serves as Treasurer and a voting member of the Board of Directors for the Wisconsin Policy Forum, a nonprofit organization, and participates on its Finance and Executive committees. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutions. The group offers customized financial planning and portfolio management services that include discretionary and non-discretionary strategies, using both in-house and third-party managers across traditional and alternative asset classes.
Hanah G
Series 66
Milwaukee, WI
Robert Baird & Co.
Hanah Galvan is a financial advisor at Robert Baird & Co. with a Series 66 credential and less than one year of industry experience. Prior to joining Baird, she was involved with the Permanent Mission of Costa Rica to the United Nations and worked on the Democratic Party of Wisconsin Coordinated Campaign. Outside of finance, she has experience related to political and diplomatic activities. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm utilizes a range of services and investment strategies supported by in-house research, including discretionary and non-discretionary portfolio management and tax-efficient solutions.
Michael S
CFP®, Series 63
Milwaukee, WI
Robert Baird & Co.
Michael Shannon is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding CFP® and Series 63 designations and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2014 to 2019. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.
Ashley W
Series 66
Milwaukee, WI
Robert Baird & Co.
Ashley Wade is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird, Wade held roles as a student and briefly at Hatch Staffing Services. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, institutional clients, and charitable organizations by providing consulting and portfolio management services tailored to client goals and risk tolerances. Their offerings include discretionary and non-discretionary management, separately managed accounts, and a range of traditional and complex investment strategies.
Natalie C
Series 66
Milwaukee, WI
Robert Baird & Co.
Natalie Cook is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked at the University of Wisconsin-Milwaukee and the Greendale School District. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.
Trent R
Series 66
Milwaukee, WI
Robert Baird & Co.
Trent Remmers is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has previously worked with Ellenbecker Investment Group and held various roles at Halquist Stone and the University of Wisconsin. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.
Patrick M
Series 63, Series 66
Milwaukee, WI
Robert Baird & Co.
Patrick Mcguire is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2010. Based in Milwaukee, WI, he is part of a firm that serves a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The DDK Group, where Mcguire works, is a team within Baird’s Private Wealth Management practice that offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to address client goals and risk tolerances across a variety of traditional and non-traditional investment strategies.
Caroline G
Series 66
Milwaukee, WI
Robert Baird & Co.
Caroline Gundersen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with less than one year of industry experience. Her background includes multiple roles at the University of Wisconsin-Madison and Johnson Controls International PLC, as well as a position at Simma's Bakery. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, businesses, pensions, and charitable organizations with a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.
Nicholas C
Series 66
Milwaukee, WI
Robert Baird & Co.
Nicholas Cafaro is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. He has been with Baird since 2019. Outside of his advisory role, he serves as a baseball coach for Glendale Knights Baseball. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.
Michael L
Series 66
Milwaukee, WI
Robert Baird & Co.
Michael Leberman is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.
Heidi S
Series 63
Milwaukee, WI
Robert Baird & Co.
Heidi Schneider is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 27 years of industry experience. She holds a Series 63 designation and has been with Robert W. Baird & Co. since 2013. Outside of her advisory role, she serves on the Finance Committee of the Milwaukee Public Schools Foundation and is a board member of the MPS Foundation and Sojourner, as well as treasurer of the Homestead High School Ski Team. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing tailored consulting and portfolio management services. The group employs a range of strategies including discretionary and non-discretionary management, manager selection, and overlay services, offering both traditional and complex investment solutions.
Richard C
CFA®, Series 63
Milwaukee, WI
Robert Baird & Co.
Richard Colvin is a CFA® charterholder with 28 years of industry experience. He has been with Robert W. Baird & Co., Inc. in Milwaukee, WI since 2005. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services.
Mark F
Series 63, Series 65
Milwaukee, WI
Robert Baird & Co.
Mark Falci is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1998. Outside of his advisory role, he serves as an instructor for a business class at the University of Wisconsin Milwaukee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across traditional and non-traditional investment strategies.
Bradley N
Series 63, Series 65
Milwaukee, WI
Robert Baird & Co.
Bradley Niswonger is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 40 years of industry experience. He has been with Robert Baird & Co. since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a varsity golf coach at Marquette University High School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies and manager options tailored to client goals and risk tolerances.
Kirsten D
CFP®, Series 66
Milwaukee, WI
Robert Baird & Co.
Kirsten Dickinson is a CFP® professional with 10 years of experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. She holds the Series 66 designation and is based in Milwaukee, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm provides customized financial planning and portfolio management services, employing a variety of investment strategies and overlays tailored to client goals and risk tolerances.
Justine E
Series 66
Milwaukee, WI
Robert Baird & Co.
Justine Eiting is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has worked at Baird since 2018, following two years at PyraMax Bank and four years in full-time education. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional asset classes.
Laura G
CFA®, Series 63, Series 66
Milwaukee, WI
Robert Baird & Co.
Laura Gough is a CFA® charterholder with 41 years of industry experience and has been with Robert Baird & Co. since 1991. She is based in Shorewood, WI, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the finance committee of the United Performing Arts Foundation, a nonprofit supporting the performing arts in the Milwaukee area. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and manager options, along with municipal advisory and public finance services.
Katherine V
Series 63
Milwaukee, WI
Robert Baird & Co.
Katherine Voss is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63 designation and has been with Robert W. Baird in various roles since 2008. Prior to her current tenure, she worked briefly with the West Bend School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.
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