Curt Brewer brings more than 25 years of experience helping individuals and families navigate complex financial decisions. As a Managing Director with Robert W. Baird & Co., he specializes in comprehensive wealth management, tax-efficient investing, charitable giving strategies, risk management, and advanced estate and trust planning.

Curt’s unique perspective is shaped by a multidisciplinary background in law, business, and finance. He earned a Bachelor of Arts in Economics from the University of Wisconsin–Madison, followed by both a Juris Doctor and Master of Business Administration from Marquette University. Prior to joining Baird in 2001, Curt practiced law with a focus on estate planning and tax-related matters, experience that continues to inform his holistic approach to wealth management.

A Certified Financial Planner™ professional, Curt is committed to helping clients align their financial resources with their long-term goals and values. In 2026, he was recognized by Forbes as one of Wisconsin’s Best-In-State Wealth Advisors and was also named as part of a Forbes Best-In-State Wealth Management Team.

Beyond his professional work, Curt is actively involved in the community through the Marquette University Business Administration Alumni Association, St. Matthew’s Lutheran Church, and the Waukesha County Community Foundation.

Outside the office, Curt enjoys traveling, golfing, and spending time with family and friends. He lives in Wauwatosa, Wisconsin, with his wife, Carri, and their dog, Pierre.

2026  - 2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25

2026 - Recently recognized by Forbes/Shook Research as a 2026 Best-In-State Wealth Advisors published on 4/7/26. Rankings based on data as of 6/30/25.

Rick Verthein is a Director and Family Wealth Advisor with Baird Private Wealth Management in Waukesha, Wisconsin. He works with affluent individuals and families to develop comprehensive wealth strategies that integrate investment management, retirement planning, risk management, and coordination with estate and tax professionals.

A Brookfield, Wisconsin native, Rick graduated cum laude from the University of Wisconsin-Milwaukee with degrees in Accounting and Finance. He joined Baird as an intern while in college and has spent his entire professional career with the firm, building long-term relationships and helping clients navigate increasingly complex financial decisions.

Known for his thoughtful and disciplined approach, Rick focuses on providing clarity, structure, and personalized guidance tailored to each client's goals and values. His work has been recognized nationally through multiple Forbes Best-in-State Wealth Advisor and Forbes Next-Generation Wealth Advisor distinctions.

Active in the community, Rick serves on local nonprofit and community boards and is committed to giving back to southeastern Wisconsin. He lives with his wife, Jessica, and their children.

2026  - 2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25

2026 - Recently recognized by Forbes/Shook Research as a 2026 Best-In-State Wealth Advisors published on 4/7/26. Rankings based on data as of 6/30/25.

Ashley Brown helps individuals and families make informed financial decisions through every stage of life. With nearly two decades of experience at Baird, she specializes in comprehensive wealth planning and guiding clients through important transitions, including retirement, divorce, widowhood, and multigenerational wealth transfer.

Ashley earned her degree in Finance from the University of Wisconsin-Milwaukee and holds both the Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations. Her approach is rooted in building long-term relationships, simplifying complex financial matters, and helping clients move forward with confidence.

Beyond her work with clients, Ashley is committed to serving her community. She serves on the Boards of Directors for Elevate, Inc. and NAMI Southeast Wisconsin and is a member of 100+ Women of Washington County.

Raised in Wisconsin as the youngest of five children in a family that also welcomed foster children, Ashley developed a strong appreciation for resilience, compassion, and the importance of helping others. Those values continue to shape her personal and professional life today.

Ashley lives in Hartford with her husband Jason, children Izzy, Logan, and Sophia, and dogs Sam and Huck.

Jennifer A. Ewert believes financial planning is about more than managing investments—it’s about helping people feel confident, prepared, and at ease with the decisions shaping their lives. Her career has been guided by a curiosity about how money influences families, careers, and future generations, and a desire to bring clarity to those conversations.

Jennifer joined Baird in 2003 and has spent more than two decades building trusted, long-term relationships with clients. As an Associate Financial Advisor, she works closely with individuals and families navigating retirement transitions, tax‑efficient planning, healthcare considerations, and legacy goals. She has a particular focus on retirement planning, helping clients think through real‑world expenses, travel goals, support for children or grandchildren, and strategies such as Social Security timing and Roth conversions.

Known for her thoughtful, detail‑oriented approach, Jennifer blends big‑picture perspective with careful attention to the fine print. Clients often describe her as patient, reassuring, and steady—especially during pivotal life moments. She collaborates closely with teammates as well as attorneys and accountants to ensure each plan is coordinated and well supported.

Jennifer holds the Chartered Financial Consultant® (ChFC®) designation and remains committed to continuing education and tools that enhance the client experience. At the core of her work is a simple objective: helping clients move forward with clarity, confidence, and peace of mind.

Ashley is committed to delivering personalized, strategic financial guidance. A Southeast Wisconsin native, she earned her Bachelor’s degree in Finance and Economics from the University of Wisconsin–La Crosse and her MBA from the University of Wisconsin–Milwaukee.

She began her career in 2019 as a Mutual Fund Administrator, building a strong foundation in ETFs and advisor support. She is passionate about helping clients achieve their goals through clear, confident guidance and meaningful long-term relationships. Ashley has passed the SIE, Series 7, Series 66, and Wisconsin Health & Life Insurance exams, and is actively pursuing her Certified Financial Planner® certification.

Ashley currently resides in Somers, Wisconsin with her boyfriend, Jake, and their dog, Ollie, a Blue Heeler/Dalmatian mix. Outside of work, she enjoys spending time at Schaumburg Boomers games, where Jake coaches, cruising, visiting local coffee shops, and embracing her longtime love for all things The Grinch.

For Rachel, exceptional client service starts with understanding that every person’s financial journey is unique. Since joining Baird in 2016, she has combined her operational expertise with a genuine passion for helping people, making her an invaluable part of The BVB Group. As Operations Manager, she oversees many of the essential behind-the-scenes processes that help clients achieve their financial goals.

Whether she is assisting with account openings, facilitating securities transactions, managing paperwork, or coordinating money movement, Rachel approaches every task with precision and care. Her attention to detail helps ensure a smooth experience for clients, while her warm and personable nature helps them feel supported every step of the way.

Rachel’s career began in private wealth management banking, where she developed the client-first mindset that continues to guide her work today. She earned a bachelor’s degree in Marketing from the University of Wisconsin-Milwaukee in 2009 and holds her Series 7 and Series 66 licenses.

When she is not helping clients, Rachel enjoys making memories with her husband, Michael, and their sons, Aiden and Owen. From family adventures up north to evening walks and quiet moments with a good book, she treasures the time spent with those she loves most.