Curt has been advising high net worth individuals for more than 25 years at Baird. His background as an estate planning attorney positions him to work closely with his team’s clients and their advisors to develop tax and other efficient solutions to manage and ultimately distribute their wealth. His client-centric approach to customized financial planning has earned him recognition as a Five Star Wealth Manager and Forbes Best in State Wealth Advisor.

He received a BA in Economics from the University of Wisconsin, a JD from Marquette University, and an MBA from Marquette. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Member of the Wisconsin State Bar Association.

Curt is active in the community, serving as former chair and past member on the Board of the Waukesha County Community Foundation, past president of the Marquette Business Alumni Association and the St. Matthew’s Church Council and Foundation. In his spare time, Curt enjoys travel, attending sporting events and spending time with family and friends. Curt and his wife Carri live in Wauwatosa.

Award was issued 6/1/2024 by Five Star Professional for the time period of 10/04/23 through 3/29/24. 

Forbes/SHOOK Research Best-In-State Wealth Advisor published April 4, 2023. Ranking as of June 30, 2022.

Rick believes that the most value you can provide to a wealth management relationship is finding solutions to client’s unique situations that come during the planning process. He does this by striving to develop close relationships with clients and providing a network of experts to support a holistic financial picture.  Rick has developed that skillset by having over 16 years of experience at Baird, in addition to further education and training he has accomplished during his career. 

In 2019 Rick earned a certificate in Wealth Management Theory & Practice from the Yale School of Management which allowed him to earn his Certified Private Wealth Advisor® designation.  This designation focuses on issues high net worth investors and business owner’s face when they are working through complex tax, estate, investment and equity compensation situations.  Prior to that, he completed the Certificate Program of Financial Planning at DePaul University and obtained his CERTIFIED FINANCIAL PLANNER™ certification. His alma mater is the University of Wisconsin-Milwaukee where he graduated cum laude in 2007 with a degree in Accounting and Finance. During school, he joined Baird in 2006 in the Finance Department as an intern and subsequently transitioned to Waukesha Private Wealth Management upon graduation.

Rick serves as the Board President of the Adaptive Community Approach Program in Waukesha and is an active member of the Waukesha Rotary Club. Rick and his wife, Jessica, live in Waukesha with their three children, Charles, Henry and Eloise along with their dog, Dexter. When there is spare time, he enjoys his free-time by playing golf, exercising and traveling as much as possible.

Ashley joined Baird in 2008 and helps guide clients through a variety of financial decisions today to help ensure they'll have a prosperous future. Her focus is on the increasingly complex financial needs of clients in transition including divorce and widowhood.  She is specifically trained in the financial and tax implications of divorce and will meet you where you’re at in your journey whether it be pre-divorce planning, financial planning during the divorce process, or post-divorce planning.  She will ensure you have a solid understanding of your current financial situation and take the time explain implications of various proposed settlements which will help you confidently move forward after your divorce. 

Ashley graduated from the University of Wisconsin-Milwaukee in 2007 with a bachelor’s degree in finance. She later obtained her CERTIFIED FINANCIAL PLANNER^TM certification after completing coursework through Boston University.  In 2019, Ashley obtained her Certified Divorce Financial Analyst (CDFA®) Designation after completing the required coursework through the Institute for Divorce Financial Analysts.  Ashley has also completed the Building Blocks of Collaborative Practice and is a member of the Collaborative Family Law Council of Wisconsin.  With this training, Ashley can be part of your collaborative divorce process as a financial neutral and collaborate with attorneys and other professionals to provide necessary data to ensure unbiased outcomes. 

Outside of Baird, Ashley is active in her community and children’s activities. She currently serves on the Board of Directors for both Elevate, Inc. and NAMI Southeast Wisconsin and is a member of 100+ Women of Washington County. Ashley also supports local schools and sports clubs in her community and previously served on the Board of Directors for LIFE OF HOPE. Ashley and her husband, Jason, reside in Washington County with their three children, Isabel, Logan, and Sophia as well as their dog, Sam.

Jennifer is an Associate Financial Advisor and  Assistant Vice President at Baird, holding both FINRA Series 7 and Series 66 licenses. She joined Baird in 2003 in Mutual Fund Operations and transitioned to Private Wealth Management in 2006.

Jennifer obtained the Chartered Financial Consultant designation in 2024 and focuses on financial planning, Client Appreciation and Educational event planning, as well as client needs, which include order entry for the purchase and sale of securities. Jennifer has won the Baird Blue Chip Service Award twice in her career and was the recipient of the Branch All-Star award in 2017, given to two individuals in the firm each year.

Jennifer lives in Wind Lake with her husband Gregory and daughters, Madison and Paige. She serves as PTO President at her daughters' school, Team Manager for her soccer club and is also Troop Leader for her daughters Girl Scout Troop of SE WI. Volunteering and donating time is very important to her. Jennifer also supports Muskego High School in various volunteer capacities throughout the year. In their free time they enjoy fishing, kayaking and hiking.

Rachel joined Baird in 2016 and is the operations manager of The BVB Group. With her fine attention to detail, she provides remarkable service to clients related to order entry for the purchase and sale of securities, account opening, paperwork, and money movement amongst other things. Rachel elevates our teams service with her personable and thoughtful care for our clients and their specific situation and needs.

Rachel spent the first part of her career in the Private Wealth Management banking industry. She earned a bachelor’s degree in marketing from the University of Wisconsin-Milwaukee in 2009 and holds her Series 7 & 66 licensing.

She and her husband, Michael, currently live in Franksville with their two boys, Aiden and Owen. In addition to spending time with her family, Rachel enjoys reading, going up north and taking family walks.

Danny joined Baird in June 2023 as a Client Assistant. He began his career with the Client Resource Team in downtown Milwaukee, before officially joining the BVB Group in January 2024. He graduated from UW – La Crosse with a bachelors degree in Business Management. With a passion for helping others and an eagerness to learn, Danny hopes to one day go down the path of becoming a Financial Advisor.

Outside of Baird, Danny lives in downtown Milwaukee and loves watching sports, spending quality time with family and friends, and going up north to their family cabin.