Eau Claire, WI Office

Sara Denning is a financial advisor at Robert Baird & Co. with Series 66 credentials and over 14 years of industry experience. She previously worked at Edward Jones for 12 years and Wolf Tree Wealth Management for one year before joining Baird. Outside of her advisory role, she is a Mary Kay consultant, focusing on skincare and makeup for family and friends. 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, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including private funds and real assets.

Anthony Herbenson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird since 2013, following prior roles at Edward Jones, Raymond James Financial, and SII Investments. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing a blend of manager-traded and model-traded SMA strategies, tax-management, and direct indexing.

Samuel Johnson is a financial advisor with Robert W. Baird & Co. in Eau Claire, WI, holding a Series 66 credential and five years of industry experience. His work history includes roles at Woodbury Financial Services, Northwestern Mutual, and I Life. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and technology including artificial intelligence.

Timothy Forster is a financial advisor at Robert Baird & Co. in Eau Claire, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Robert Baird & Co. since 1999. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs, supported by internal research, manager selection, and use of advanced tools including artificial intelligence.

Danielle Metcalf is a financial advisor with Robert W. Baird & Co. in New Auburn, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird & Co. since 1998. She 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays to align with client goals and risk tolerances.

Laura Hartman is a financial advisor with Robert W. Baird & Co. in Eau Claire, WI. She holds a Series 66 designation and has been with Baird since 2025. Prior to joining Baird, she worked at T.I.C., Inc (dba The Insurance Center) for six years and spent six years with the Eau Claire Area School District. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded SMA strategies, tax-management, and direct-indexing capabilities, supported by internal research and technology tools.

Micah Burch is a CFP® and ChFC® credentialed financial advisor at Robert W. Baird & Co. with seven years of industry experience. Prior to joining Baird in 2024, he worked for Northwestern Mutual in various capacities from 2017 to 2024. He 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 offers a range of financial planning, consulting, portfolio management, and brokerage services, using a mix of internally managed strategies and partnerships with affiliated firms.

Amy Anderl is a financial advisor with Robert W. Baird & Co. in Eau Claire, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird since 2016. Amy is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The firm offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across a range of traditional and complex investment strategies.

Amy Lofgren is a Series 66-licensed financial advisor with Robert Baird & Co. in Chippewa Falls, WI, where she has worked since 2017. She has nine years of industry experience, including four years at Orgel Wealth Management. Outside of her advisory role, she is a property owner involved in rental real estate. 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, utilizing a range of investment strategies and overlays to meet client goals.

Kegan Fassler is a financial advisor at Robert W. Baird & Co. in Eau Claire, WI, holding a Series 66 designation with eight years of industry experience, all at Robert W. Baird & Co. He serves as treasurer at Bethlehem Lutheran Church. The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services.

Andrew Schlafer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2015. He holds a Series 63 license and is a board trustee for the Eau Claire Community Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Kristi Kennedy is a financial advisor at Robert Baird & Co. with 10 years of industry experience and holds a Series 66 credential. She has worked at multiple firms, including LPL Financial and Thrivent Financial. In addition to her advisory role, she is a Certified Public Accountant with a background in tax preparation and accounting. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, employing a range of strategies such as separately managed accounts and tax-management techniques.

Christopher Harvey is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Robert W. Baird & Co. Incorporated since 2018 and previously spent seven years at UnitedHealth Group. He is based in Eau Claire, Wisconsin. Christopher is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm provides a range of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct indexing.