Mequon, WI N. Corporate Parkway Office

Jennifer Olmschenk is a Series 66-licensed financial advisor with Robert W. Baird & Co., based in Mequon, WI. She has 12 years of industry experience, including a one-year tenure at Allspring Funds Management, followed by over a decade with Robert W. Baird. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing both internal research and external manager oversight.

Thomas Lane is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at UBS Financial Services Inc. Lane serves as Treasurer and a board member of the Germantown Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies including discretionary management and separately managed accounts.

Jeffrey Schmit is a financial advisor at Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience, all with Robert Baird since 1996. He serves as a board and finance committee member for the Port Catholic School/St. John XXIII Endowment Fund, where he oversees investment policy and financial decisions. Robert Baird & Co. is a large institutional firm offering private wealth management services through teams like the DDK Group. The firm serves individuals, corporate clients, pensions, and charitable organizations with a comprehensive range of investment management and financial planning services supported by internal research and manager oversight.

Gregory Pauly is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he works with the Notre Dame Alumni Club of Milwaukee organizing events for young alumni and serves on the investment committee of the Riveredge Nature Center. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays, and also provides municipal advisory and public finance services.

Peter Ament is a financial advisor with Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1992 and is also associated with Nmis since 2001. 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 offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through various portfolio management and overlay solutions.

April Leffingwell is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2015. 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 provides tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional allocations to complex approaches involving private funds and real assets.

Randal Leonard is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 63 designation and over 41 years of industry experience. He has been with Robert Baird & Co. since 1984. 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 firm provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across various investment strategies.

Jordan Jacobs is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes multiple roles at Baird since 2017, as well as prior positions at Concordia University Wisconsin, Newport Shores, and Draught Specialties. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, 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.

Brooklyn Levenhagen is a financial advisor with Robert W. Baird & Co. and holds the Series 66 designation. Brooklyn joined Baird in 2024 and has prior experience working at Walgreens and in educational roles. Brooklyn is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations using a range of financial planning, portfolio management, and advisory services.

Dena Guthrie is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2018. Prior to her current role, she worked at Port Washington High School and held positions at Baskin Robbins and Concordia University Wisconsin. Robert W. Baird’s DDK Group, where Guthrie works, serves individuals including high-net-worth clients, 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 both manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

Jordan Fritz is a financial advisor at Robert W. Baird & Co. with a Series 66 credential. He joined Baird in 2026 and has prior experience in technology and defense firms, including Blue Canyon Technologies and Northrop Grumman. The DDK Group, part of Baird’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Grace Durham is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird since 2017 and previously worked at Indiana University. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that 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 and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and tools.

Gregory Sommersberger is a financial advisor at Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 66 licenses with 23 years of industry experience, all spent at Robert W. Baird. Outside of his advisory role, he is an owner/member of GTS Farms, an LLC unrelated to investment activities. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio services that include discretionary management and separately managed accounts.

Samantha Leber is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked at Cornerstone Community Bank and held roles at Mead Public Library and Blue Harbor Resort. She is part of The DDK Group within Baird’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 investment strategies and overlays to meet client goals and risk tolerances.

Brian Nethery is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent nine years at Stifel. Nethery is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, including artificial intelligence.