At our firm, we have the client—and only the client—in mind.
Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.
Tim O'Malley, CFP®
Director | Financial Advisor
Tim O'Malley is a Director of Private Wealth Management at Baird and Certified Financial Planner. Tim and his team focus on wealth enhancement, transfer and protection, as well as charitable planning for their clients. As a CFP®...
Adam O'Malley, CFP®
Vice President | Financial Advisor
Adam O’Malley is a financial advisor at Baird and specializes in comprehensive wealth management, investment portfolio design and implementation. His business background before becoming a financial advisor has given him...
Briana Berndt
Senior Client Specialist
Briana Berndt joined the team in February 2016. She comes to the team with a wealth of knowledge and expertise from her experience here at Baird.
Briana graduated from the University of Wisconsin- Milwaukee...
Kelsey Schommer
Client Assistant
Baird's Extended Team
Scott Grenier, CFP®, AEP®
Manager, Tax & Estate Planning
Erica Kroll, CLU®
Insured Solutions Sr Consultant
James Guckenberg, JD, CTFA
Vice President, Senior Estate Planner
Maggie Kordash
Investment Products Consultant - Annuities
Geofrey Banda, CIMA®
Senior Portfolio Consultant Vice President | Asset Manager Research
Ron Freisleben, CPA
Equity and Fixed Income Research Senior Equity Analyst
Cindy Neitzke
Taxable Bonds Trader
Eric Sobczak
Senior Retirement Plans Consultant
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.