We'll Care for Your Well-Being, Personally and Financially
We thrive on identifying and achieving the unique goals of individuals and families, businesses, law enforcement and other retirement plans.
We break down complicated concepts into simple, actionable ideas so you can make thoughtful and informed decisions. This starts by combining our understanding of the capital markets with an awareness of your goals to develop personalized solutions that evolve over time as your needs change.
Meet The Team
Our Partners
Rebekah Dodd, CFP®
Wealth Planner
Jim Guckenberg, J.D.
Estate Planning
Eric Wikstrom
Tax Strategist
Geofrey C. Banda
CIMA®, Portfolio Consultant
Chad Afdahl
Liquidity Solutions
Bobbie Henion-Green
Retirement Plan Consulting
Laurence Kluth
Equity Compensation Planning Manager
Serving Forward-Thinking Clients for Over 25 Years
We guide individuals and businesses in making well-informed decisions as they prioritize their goals while navigating the changing market environments. We take care of the details of the wealth management process so you can focus on those things that bring you joy, peace and fulfillment.
Individuals & Families
We take a collaborative approach to wealth management – our client relationships are never us telling them what to do, but exploring together their concerns and potential solutions.
Pension Plans
With many of our clients being in law enforcement, we have a wealth of experience designing retirement plans for individual and institutional clients.
Foundations
We have over two decades of experience assisting fiduciaries in meeting their needs and fulfilling their responsibilities to those they serve.
Advanced Planning | Investment Consulting | Relationship Management
Experience a process in which we simplify the complexities of your finances.
You work hard for your money and when it comes to managing it, you shouldn’t need to make compromises. We aim to make your wealth management experience a positive one by providing personalized service backed by the expertise and support of a privately held, international financial services firm.
Wealth Management
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Advanced Planning
✓ Wealth Enhancement
Tax mitigation and cash flow planning
✓ Wealth Transfer
Transferring wealth effectively
✓ Wealth Protection
Risk management, some trusts and risk transfer
✓ Charitable Planning
Maximizing charitable impact
Relationship Management
✓ Client Relationship Management
Total client profile
First-class client service
Client appreciation and education events
✓ Professional Network Relationship Management
Collaboration with your other professional advisors to establish a unified strategic approach
Investment Consulting
Management of all investment elements to maximize the probability of clients achieving all that is important to them
✓ Portfolio performance analysis
✓ Risk evaluation
✓ Asset allocation
✓ Assessment of costs
✓ Assessment of taxes
✓ Investment policy statement
Wealth Strategies
Baird’s monthly webinars discussing the wealth management topics that are on your mind.
Bull & Baird
Baird’s Mike Antonelli explores catalysts moving the day’s financial markets, shares links to relevant news stories and editorials, provides market perspective and offers comic relief on the day’s developments.
Insights and Education
News and perspectives for growing and preserving your wealth.