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Abby Q
Series 66
Milwaukee, WI
Robert Baird & Co.
Abby Quock is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex investments, and provides both discretionary and non-discretionary management options.
Adam K
Series 63, Series 65
Milwaukee, WI
Robert Baird & Co.
Adam Kapusta is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Robert W. Baird & Co. since 2005, following prior experience at Strong Capital Management Inc. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separate managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.
Nathaniel R
Series 63, Series 66
Milwaukee, WI
Robert Baird & Co.
Nathaniel Radke is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Oshkosh Corporation, and LSC Communications. He is part of The DDK Group, a team within Baird’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.
Daniel S
Series 63, Series 65
Milwaukee, WI
Robert Baird & Co.
Daniel Schneck is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird & Co. since 1999. Schneck serves as a board member and treasurer for Prevent Blindness Wisconsin. 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 variety of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring.
Phillip D
Series 63, Series 66
Milwaukee, WI
Robert Baird & Co.
Phillip Dallman is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1987. 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 a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.
Todd H
Series 63, Series 66
Milwaukee, WI
Robert Baird & Co.
Todd Haschker is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Robert W. Baird since 2001. 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. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.
Kenneth G
Series 63, Series 65
Milwaukee, WI
Robert Baird & Co.
Kenneth Gehl is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He has been with Robert Baird since 2004. Outside of his advisory role, Gehl serves as the 5th District Alderman and Common Council President for the City of Oak Creek and is a Commissioner on the Board of Public Works. He is part of The DDK Group within Robert 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, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in its advisory approach.
Bret D
Series 63, Series 65
Milwaukee, WI
Robert Baird & Co.
Bret Dietz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 11 years of industry experience. He has been with Robert W. Baird & Co. since 2014 and holds the Series 63 and Series 65 designations. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.
Benjamin D
Series 66
Milwaukee, WI
Robert Baird & Co.
Benjamin Didier is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His background includes multiple roles in the Milwaukee area, including positions at the University of Wisconsin-Milwaukee and Blue Mound Golf and Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. Baird provides a range of advisory services using both manager-traded and model-traded strategies, along with tax management and portfolio customization, supported by internal research and ongoing manager monitoring.
Sabrina W
Series 66
Milwaukee, WI
Robert Baird & Co.
Sabrina Wolf is a financial advisor at Robert Baird & Co. with the Series 66 credential and three years of industry experience. Prior to joining Baird in 2022, she worked at Wacker Neuson, Techniblend, Inc., PPG Industries, the University of Wisconsin-Milwaukee, and Walgreens. The DDK Group, where Sabrina is part of the team, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.
Merissa S
CFP®, Series 63, Series 65
Milwaukee, WI
Robert Baird & Co.
Merissa Slowik is a CFP® professional with three years of industry experience, currently with Robert W. Baird & Co. in Milwaukee, WI. She previously worked at Johnson Bank and Johnson Wealth Inc., and has held roles outside finance, including at Walt Disney World and the Center for Students with Disabilities at UW-Whitewater. 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, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.
Erik S
CFA®, Series 63
Milwaukee, WI
Robert Baird & Co.
Erik Schleicher is a CFA® charterholder with 10 years of industry experience and has been with Robert Baird & Co. since 2015. He is based in Milwaukee, WI. Outside of his advisory role, he owns and manages a residential real estate business. 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 by providing tailored consulting and portfolio management services across a range of traditional and non-traditional investment strategies.
Alex K
Series 66
Milwaukee, WI
Robert Baird & Co.
Alex Kratz is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and five years of industry experience. He previously worked at UMB Fund Services from 2016 to 2019 before joining Baird in 2019. Kratz is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research tools.
Casey R
Series 66
Milwaukee, WI
Robert Baird & Co.
Casey Rajala is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at Champps Americana Restaurant. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services, including discretionary and non-discretionary management, using a variety of strategies and overlays to meet client goals and risk tolerances.
Christine L
Series 63
Milwaukee, WI
Robert Baird & Co.
Christine Lind is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 27 years of industry experience. She has worked at Robert W. Baird & Co. for 25 years and holds a Series 63 designation. The DDK Group, a team within 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 range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research and tools such as artificial intelligence in its advisory process.
Benjamin H
CFP®, Series 66
Milwaukee, WI
Robert Baird & Co.
Benjamin Hemer is a CFP® with eight years of industry experience, currently serving at Robert W. Baird & Co. since 2025. His prior experience includes roles at JP Morgan Chase Bank, N.A. and JP Morgan Securities, LLC, where he worked for five years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and custody services to individuals, corporate and business clients, pension plans, and charitable organizations. The firm manages approximately $394 billion in regulatory assets and offers a range of investment strategies and municipal advisory services.
Ryan J
Series 66
Milwaukee, WI
Robert Baird & Co.
Ryan Jaeger is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Jaeger serves as a ski coach for the Ausblick Ski Race Team. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.
Thomas E
Series 66
Milwaukee, WI
Robert Baird & Co.
Thomas Ewing is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He began his advisory career in 2025 and has held various roles at firms including Republic Finance and Goshen Health prior to joining Baird. Robert Baird & Co.’s DDK Group serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of separately managed account programs supported by in-house research and investment professionals.
Anna F
Series 66
Milwaukee, WI
Robert Baird & Co.
Anna Ferkel is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with six years of industry experience. She has worked at Baird since 2018 and previously at Northwestern Mutual in 2017. Outside of her advisory role, she was involved with the Cedarburg Community Pool from 2013 to 2017. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to complex non-traditional investments.
Andrew O
CFA®, Series 66
Milwaukee, WI
Robert Baird & Co.
Andrew O'Connell is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Robert Baird & Co. since 2011. 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 consulting and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.
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