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Where do you want to go? We'll get there, together. 

Over 50 years of experience meeting the diverse needs of our clients. We are committed to providing needs of our clients. we are committed to providing customized solutions that provide you financial independence to live the life you value. 

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Our Practice 

Our Practice 

From investment advice to financial planning to managing risk, our wealth management philosophy is built around simplifying your life.

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Services

Services

The trust that’s so crucial to what we do for you is something we take very seriously. And our commitment to earning it every day is ingrained in the culture we’ve created together.

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News & Insights

News & Insights

The latest market and planning insights from Baird’s financial specialists.

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About Baird

About Baird

In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Our Profile

Our Profile

Imagine a partner that helps you achieve the things you want for yourself and the people you care about most.

Next Gen

Next Gen

We have developed an approach to help you hit the ground running as you establish the foundation that will support you the rest of your life.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Donna Drosner

Donna Drosner, CFP®

Director, Senior Investment Consultant

414-765-3685

414-765-3633

Jodi Ristau

Jodi Ristau, CFP®

Managing Director, Financial Advisor

414-298-2439

414-765-3633

Mike Brown

Mike Brown

Financial Advisor

414-298-6040

414-765-3633

Laura Horn

Laura Horn

Client Specialist

414-298-5116

414-765-3633

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