Ian Casey is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to his current role, he worked in education for several years and operated Mr. Bob's Boutique Handyman from 2021 to 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing investment oversight and a combination of internal research tools.

Anthony Templin is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2008 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, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Michelle Oldham is a financial advisor with Robert Baird & Co. in West Bend, WI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her prior roles include positions at Securities America Advisors, Thrivent Financial, and The Prudential Insurance Company of America. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporations, pensions, profit-sharing plans, and charitable organizations. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, tax management, direct indexing, and ongoing manager oversight to provide a broad range of financial planning and investment services.

Justin Pogodzinski is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, 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.

Elizabeth Ratzburg is a Series 66-registered financial advisor with Robert W. Baird & Co. She has seven years of industry experience, including previous roles at Stifel and earlier tenure at Baird. Outside of her advisory work, she is involved in managing rental properties. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and manager options to meet client goals and risk tolerances.

Daniel Kern is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. for 20 years. Outside of his advisory role, Kern is a board member on the Investment/Finance Committee of the Slinger Library/Slinger Business Center Planning Committee and participates in land conservation projects with the U.S. Department of Agriculture’s Natural Resource Conservation Service. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct indexing features.

Michael Nowack is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a director on the board of the Threshold Foundation, overseeing the management and distribution of the foundation's assets. 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 provides tailored investment advice and portfolio management services using a combination of in-house and third-party managers across a range of traditional and alternative strategies.

Kathryn Fisher Davies is a Series 66 licensed advisor with Robert W. Baird & Co. in West Bend, WI, where she has worked since 2000, totaling 26 years of industry experience. She serves as a board member of the Holy Angels School Trust Fund, overseeing investment policy and performance reviews for the charitable fund. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with ongoing investment monitoring and research.

Andrew Sabel is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2019. His prior experience includes roles at Wells Fargo and Pope Scientific. He 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Paula Jensen is a financial advisor with Robert W. Baird & Co. in Colgate, Wisconsin, holding a Series 66 designation and 14 years of industry experience. She has been with Robert W. Baird & Co. since 2010. Outside of her advisory role, she is an owner and bookkeeper for several small businesses, including Cedar Wings and Wash Pro Systems. 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 a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Ashley Anderson is a financial advisor at Robert Baird & Co. with six years of industry experience. She has been with Baird since 2018 and previously worked at the University of Wisconsin-Madison. Outside of her advisory role, she is also a yoga instructor at The Heart Revival Center for Yoga. Baird’s DDK Group, where Anderson practices, advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Padee Sayaovong is a financial advisor with Robert W. Baird & Co. in Jackson, WI, holding a Series 66 designation and seven years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Brandon Hall is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of Cedarburg Baseball Inc., a community organization. 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, and institutions. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.