Green Bay, WI Office

Preston Stary is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at Franklin Templeton and Associated Bank. 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, and charitable organizations through comprehensive financial planning, portfolio management, and custody services. The firm uses a combination of manager-traded and model-traded strategies, tax-management tools, and ongoing internal research to support client advice.

Jake Kinziger is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he held various roles including coaching at Wisconsin Legends and positions at UW Madison and Uline. Outside of advisory work, he coaches at Wisconsin Legends. 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 range of financial planning and investment management services, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Jill Bobinski is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked at firms including SII Investments, Nicolet Advisory Services, and Private Client Services. She 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 group offers tailored financial planning and portfolio management services, employing a range of investment strategies and discretionary management options.

Kari Van Lanen is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 63 designation and 20 years of industry experience. She has been with Robert W. Baird since 2009. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and 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 traditional and non-traditional investment strategies.

James Puissant is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at HKA Global and The Kenrich Group. Puissant serves as a finance committee member for The First Tee of Northeast Wisconsin. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate and business clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies along with tax management and direct indexing supported by internal research and technology.

Randy West Jr. is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at JJB Hilliard W.L. Lyons LLC and Edward Jones. 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 tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jeffrey Kinziger is a financial advisor with Robert W. Baird & Co. in De Pere, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is involved as an owner and member in real estate ventures. 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 tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments and overlay services, as well as municipal advisory and public finance capabilities.

Alexa Blasczyk is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at KPMG. Outside of her advisory role, she teaches fitness classes at Total Fitness in Shawano, WI. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Jacob Crosby is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. He has held roles at Nicolet Advisory Services, Private Client Services, Nicolet National Bank, BMO Harris Bank, and Schreiber Foods Inc. Outside of his advisory work, Crosby is a fitness instructor with Bode Central in Green Bay, WI. 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, portfolio management, and custody, with a focus on manager selection, internal research, and the use of technology such as artificial intelligence in client advice.

Jack Ritchay is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP, Schreiber Foods, and Schneider National. His background also includes roles at the University of St. Thomas and Oneida 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, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing both internal research and strategic partnerships.

Lorri Cisler is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. Incorporated since 2012 and holds a Series 66 designation. 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 services, including financial planning and discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Melissa Barry is a Series 66 registered advisor with Robert W. Baird & Co., bringing 21 years of industry experience. She has been with Robert W. Baird & Co. for most of her career, with a brief tenure at Schaper, Benz & Wise Investment Counsel, Inc. from 2023 to 2024. Baird’s DDK Group, where Barry works, is part of the Private Wealth Management department and 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, using a combination of manager-traded and model-traded strategies supported by internal research and investment tools.

Adam Madson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Private Client Services, Nicolet Wealth Management, and SII Investments. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services. The firm employs multiple investment strategies and emphasizes manager selection and monitoring supported by internal research and technology.

James Ritchay Jr. is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Baird since 2011. Outside of his advisory work, he serves as a paid referee for youth basketball through the Green Bay Officials Association. 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 offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance capabilities.

Cynthia Schoen is a CFP® professional with 14 years of industry experience, currently with Robert W. Baird & Co. in Green Bay, WI, where she has worked since 2014. She holds Series 63 and Series 65 licenses. 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 strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.