Ann Haase is a financial advisor at Robert Baird & Co. with three years of industry experience. She has worked at Baird since 2022 and previously spent 15 years at Wells Fargo Bank. 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 offers tailored financial planning and portfolio management services, combining in-house and third-party managers to implement a range of investment strategies.

Jill Roux is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has held roles at Robert W. Baird & Co. since 2021 and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined 28 years. She holds a Series 66 designation. Jill is part of The DDK Group within Robert W. 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 using a range of strategies, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Kelly Engler is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, Engler worked for Bremer Bank, National Association from 2014 to 2023. Engler serves as President of the Rochester Estate Planning Council. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department 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 account programs, wrap programs, custody, and brokerage services.

James Galkowski is a CFP® professional with 36 years of industry experience, currently serving at Robert W. Baird & Co. since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he owns and operates a prairie restoration business in Preston, MN. 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 provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Steven Gifford is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at Baird since 2022, following nearly three decades at Wells Fargo Bank and a brief period with Wells Fargo Clearing. The DDK Group, part of Robert W. 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, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies alongside internal research and technology tools.