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Brenda H

Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Brenda Hutchinson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert Baird & Co. since 1989. She 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 offers consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Timothy F

CFA®, Series 63

Milwaukee, WI

Robert Baird & Co.

Timothy Fotsch is a CFA® charterholder and Series 63 licensee based in Milwaukee, WI, with four years of industry experience. He has been with R.W. Baird since 2022 and previously worked at PPM America for ten years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with advanced research and technology tools.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Benjamin Zimmer is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Alice Ambrowiak is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Robert W. Baird since 2012. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs. The firm employs both internal research and external partnerships to support its investment strategies and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brittany B

Series 66

Milwaukee, WI

Robert Baird & Co.

Brittany Boyle is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert Baird since 2014. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

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

Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Wendy Citko is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. Her prior roles include positions at Freedom Wealth Alliance, Intrua Financial, LPL Financial, Aurora Health Care, and Landaas & Company. 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 offers tailored 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.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Charles Weber is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 19 years of industry experience. He has been with Robert Baird & Co. since 2005. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, with an investment approach supported by internal research and a mix of manager-traded and model-traded strategies.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Scott Hanson is a financial advisor with Robert W. Baird & Co. in West Bend, Wisconsin, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird & Co. since 1998. 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 customized financial planning and portfolio management services using a variety of investment strategies and manager options.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Thomas Hayden is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he owns interests in waterpark condominiums, which are managed by the waterpark management program. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a combination of 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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Nick C

Series 63, Series 66

Milwaukee, WI

Robert Baird & Co.

Nick Costello is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 15 years of industry experience. He has been with Robert W. Baird since 2016 and holds Series 63 and Series 66 designations. Nick is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing internal research and technology including artificial intelligence in client advisory processes.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Daniel Gundrum is a financial advisor with Robert W. Baird & Co. in Brookfield, Wisconsin, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird since 1999. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

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

Series 63

Milwaukee, WI

Robert Baird & Co.

Matthew Domski is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation with 20 years of industry experience. He has been with Robert W. Baird since 2004. The DDK Group, where Domski works, is part of Robert W. Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The team provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex and non-traditional investments.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Zachary Schneck is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at Deloitte for three years. Schneck began his career after completing five years at UW-Madison. 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. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lori E

Series 66

Milwaukee, WI

Robert Baird & Co.

Lori Eckhardt is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has been with RW Baird since 2018 and previously worked at GE Capital from 2010 to 2018. 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 offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and overlay strategies, addressing a broad range of investment objectives and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Timothy B

Series 66

Milwaukee, WI

Robert Baird & Co.

Timothy Byrne is a financial advisor with Robert W. Baird & Co., Inc. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience, all with Baird since 2002. He serves on the Finance Council for the Archdiocese of Milwaukee and participates on the Investment Committee of the Board at Marquette University High School. Additionally, he attends board meetings for Fairfax Publishing Company Inc., a publisher of senior living guides. Baird’s Private Wealth Management department, including the DDK Group to which Byrne belongs, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded SMA strategies with ongoing investment monitoring and offers municipal advisory services alongside its advisory and brokerage capabilities.

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

Series 63, Series 66

Milwaukee, WI

Robert Baird & Co.

Tiffany Kowieski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Robert W. Baird & Co. since 2015. She 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 delivers advisory services through a variety of strategies, including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management capabilities, supported by internal research and home-office investment professionals.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ryan E

Series 66

Milwaukee, WI

Robert Baird & Co.

Ryan Engelhardt is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, 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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Brenna O

Series 66

Milwaukee, WI

Robert Baird & Co.

Brenna Olson is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with eight years of industry experience. She holds the Series 66 designation and has been with Baird since 2017. Prior to joining Baird, Olson worked at Homes for Independent Living for one year. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual and institutional clients through a range of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic partnerships with affiliated firms.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Brian Herald is a financial advisor at Robert W. Baird & Co. Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, serving a broad range of investment needs from traditional to complex allocations.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ryan L

Series 66

Milwaukee, WI

Robert Baird & Co.

Ryan Lemenager is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and seven years of industry experience. He has worked at Baird and Morgan Stanley during his career. Outside of his advisory role, he is the founder of RJ Stevens, a youth golf accessories company. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and tools such as artificial intelligence in client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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