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Anthony T

Series 66

Milwaukee, WI

Robert Baird & Co.

Anthony Tordik 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, he held roles at Milwaukee Tool, Consolidated Electrical Distributors, Target Corp, and other companies. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ellen G

Series 66

Milwaukee, WI

Robert Baird & Co.

Ellen Galezewski is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert Baird & Co. since 2012. Outside of her advisory role, she serves as a director with check signing authority for the Harvard Business School - Club of Wisconsin. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies while maintaining ongoing manager selection and monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michelle C

Series 63, Series 66

Milwaukee, WI

Robert Baird & Co.

Michelle Cruz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, using a combination of manager-traded and model-traded strategies supported by ongoing research and monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Alexander H

Series 66

Milwaukee, WI

Robert Baird & Co.

Alexander Hooten is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird in 2025, he held roles at multiple organizations, including USSSA - Just Do It Events, Old National Bank, United Fidelity Bank, and Bellarmine University. He has also been involved with Thunderbolt Pass Golf Course and Bauerhaus Catering Company. The DDK Group at Robert W. Baird & Co., where Hooten works, 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, and utilizes a mix of manager-traded and model-traded strategies supported by internal research and investment professionals.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Edmond K

Series 66

Milwaukee, WI

Robert Baird & Co.

Edmond Konrad is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2020, following prior roles at Edward Jones and Brio Tuscan Grille. Outside of his advisory work, he serves as a soccer coach for the Bavarian United Soccer Club. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jacqueline J

Series 66

Milwaukee, WI

Robert Baird & Co.

Jacqueline Janich is a financial advisor with Robert W. Baird & Co. Inc. in Greenfield, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2000. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers and a variety of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ronald J

Series 66

Milwaukee, WI

Robert Baird & Co.

Ronald Johnson is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Annex Wealth Management. Johnson serves as financial power of attorney for his parents as part of their estate plan. He 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 through tailored consulting and portfolio management services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Stacy W

Series 66

Milwaukee, WI

Robert Baird & Co.

Stacy Williams is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. She has been with Robert W. Baird & Co. since 2000. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Douglas S

Series 66

Milwaukee, WI

Robert Baird & Co.

Douglas Stencel is a Series 66-licensed advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2005. He has 20 years of industry experience. 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, and institutional clients. The group offers customized financial planning and portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michelle K

Series 66

Milwaukee, WI

Robert Baird & Co.

Michelle Kemmer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously was employed at SpotMe Inc. from 2016 to 2018. The DDK Group, part of 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 offers a variety of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and ongoing manager oversight supported by internal research and the use of artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Nicholas A

Series 63, Series 66

Milwaukee, WI

Robert Baird & Co.

Nicholas August is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He has held positions at Robert W. Baird since 2018 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He holds Series 63 and Series 66 designations. The DDK Group at Robert W. Baird serves individuals, corporate clients, pension plans, and charitable organizations with comprehensive wealth management and financial planning services. The firm combines manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities, supported by internal research and artificial intelligence tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jay S

Series 66

Milwaukee, WI

Robert Baird & Co.

Jay Schwister is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2004, accumulating 20 years of industry experience. He serves on the finance committee and pension plan sub-committee of the Milwaukee Symphony Orchestra and is a member of the investment committee at Marquette University High School. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients, offering a range of portfolio management and consulting solutions.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kathryn C

Series 63, Series 65, Series 66

Milwaukee, WI

Robert Baird & Co.

Kathryn Carey is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Baird since 2013. Carey serves as Treasurer for the Yale Association of Wisconsin, contributing a small amount of time monthly to this role. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Benjamin I

Series 66

Milwaukee, WI

Robert Baird & Co.

Benjamin Ihrke is a financial advisor at Robert Baird & Co. with five years of industry experience. He has been with Baird since 2019 and previously worked at U.S. Bank from 2012 to 2019. He holds the Series 66 designation. Benjamin is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice. The group advises a range of clients including individuals, families, pensions, corporations, and charitable organizations, offering customized consulting and portfolio services that incorporate both traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Thomas S

Series 66

Milwaukee, WI

Robert Baird & Co.

Thomas Savage Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory work, he serves as Treasurer and board member of The Town Club in Fox Point, WI. 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 with customized financial planning and portfolio management strategies. The firm offers a range of services including discretionary and non-discretionary management, separately managed accounts, and municipal advisory alongside investment banking and trust capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brian C

CFP®, Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Brian Campeau is a Certified Financial Planner (CFP®) with 23 years of experience in the financial services industry. He has worked at Robert W. Baird & Co. since 2017 and previously spent 15 years at Vogel Consulting, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by in-house research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Christopher D

Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Christopher Didier is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, Didier is an owner and member of MVC GP, LLC, a non-investment related business. 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 a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers, with strategies that include traditional and non-traditional investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Julie S

Series 66

Milwaukee, WI

Robert Baird & Co.

Julie Shane is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael S

Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Michael Schroeder is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird & Co. since 1986. Outside of his advisory role, Schroeder serves as an outside shareholder and board member of Sanitas Brewing Company, a craft beer brewery. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Christopher W

Series 66

Milwaukee, WI

Robert Baird & Co.

Christopher Williams is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has worked at Baird since 2019 and previously spent six years with Wells Fargo Fund Distributer, LLC. Williams holds the Series 66 designation. 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 a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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