Wausau, WI Office

Andrew Schliepp is a Series 66-licensed financial advisor at Robert W. Baird & Co. with 21 years of industry experience, including 19 years at Baird. He serves clients from Wausau, Wisconsin. Outside of his advisory role, he is treasurer of the Lincoln Gun Club in Merrill, Wisconsin. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a mix of discretionary and non-discretionary strategies supported by internal research and investment tools.

Heather Summers is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with Robert W. Baird since 2011. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across various investment strategies and account types.

Jacqueline Wormsbacher is a financial advisor with Robert W. Baird & Co. in Wausau, WI, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Robert W. Baird & Co. since 1984. She is part of The DDK Group within Baird’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 and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

Chris Schliepp is a financial advisor with Robert Baird & Co. in Wausau, WI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves on the Investment Committee for the Community Foundation of Northcentral Wisconsin. He works within The DDK Group, a team at Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, institutions, and charitable organizations. The group offers customized investment strategies through a range of portfolio management and consulting services, utilizing both in-house and third-party managers.

Lea Beckman is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has prior work experience with Peoples State Bank and Fastenal. Outside of her advisory role, Beckman has been involved with figure skating clubs, including the Merrill Ice Reflections Figure Skating Club and Timberlin FSC, for nine years. 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 provides customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex and non-traditional investments.

Chadwick Otte is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2019, following four years at Associated Bank. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

John Gebhardt is a financial advisor with Robert W. Baird & Co. Inc. in Wausau, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, he is president of JD Mechanical, a business focused on collecting and trading gas station memorabilia. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Rachel Leinon is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds the Series 66 designation and has been with Baird since 2016. Rachel is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business 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, supported by internal research and manager oversight.

Peter Gaffaney is a financial advisor at Robert Baird & Co. in Wausau, WI, holding a Series 66 designation with 15 years of industry experience, all at Baird since 2011. He is part of The DDK Group within Baird’s Private Wealth Management department. The firm serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Paul Schliepp is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Ansay & Associates for seven years and has a background that includes four years at Wausau Archery. Schliepp holds the 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 a range of consulting and portfolio services tailored to client goals, utilizing both traditional and non-traditional investment strategies.