A Comprehensive Wealth Management Team

Our Team

Our team is built around the concept of specialization. Your advisor is your main point of contact, the person that works with you to understand your needs and the "big picture." When planning opportunities arise, our team calls upon the deep expertise of our planning professionals who work in those planning spaces on a daily basis and are equipped to bring the most comprehensive solutions.

Brianna Hook

Brianna Hook, CDFA®

Financial Advisor

brhook@rwbaird.com

Eric Jones

Eric Jones, CFP^®

Financial Advisor

ejones@rwbaird.com

Jon Bowker

Jon F. Bowker , CFP®, AAMS®

Senior Vice President | Financial Advisor

jbowker@rwbaird.com

Andy McKay

Andy McKay

Business Owner Solutions Managing Director

Erica Kroll

Erica Kroll, CLU®,CLTC®

Insured Solutions Consultant

Jeannette Haen

Jeannette Haen

Education Planning Consultant

Kathy Carey

Kathy Blake Carey, CFA

Director of PWM Research

Scott Grenier

Scott Grenier, CFP®, AEP®

Manager of Estate Planning

Tim Steffen

Tim Steffen, CPA/PFS, CFP®, CPWA®

Director of Tax Planning

Vanessa Day

Vanessa Day

Branch Administrative Supervisor

vday@rwbaird.com

Matt Urbanek

Matt Urbanek, CFP®, CRPC®, CPWA®

Wealth Planner

Ryan LeBlanc

Ryan LeBlanc

Client Assistant

rleblanc@rwbaird.com