A Partner In The Process
Our team at Baird provides a seasoned and multigenerational point of view around financial, retirement, tax, and estate legacy planning to name a few.
Confidentiality, common sense, and jargon-free guidance, along with discussion, education and understanding what’s important to each of our clients most, can help ensure they are invested in what’s truly important to their long-term financial well-being.
Change Happens - Feeling confident in your financial world, in both good and volatile markets, will bring peace of mind and allow you to focus on what matters most.
Julie A. Rumage
Senior Vice President | Senior Investment Consultant | Private Wealth Management
Julie is a Senior Vice President - Senior Investment Consultant with Baird. With over 40 years of experience in the financial service industry, Julie has extensive experience working with individuals and business owners designing...
Kari Drascic, CDFA®
Vice President | Private Wealth Management
Baird has been a significant part of Kari’s life for over two decades. She grew up observing her mother build her business as a Baird Financial Advisor, and knows first-hand how making smart financial decisions early on can make...
Joe Goldfine
Financial Advisor | Private Wealth Management
Joe grew up in Duluth Minnesota, where he was raised by his father, a dedicated teacher and military Sergeant, and his mother, a compassionate social worker. Inspired by his father’s entrepreneurial spirit as a small business owner and...
Jen Schwarze
Senior Client Specialist
Extended Network
Eric Wikstrom, CPA, CFP®, CPWA®
Tax Strategist
Erica Kroll
Insured Solutions Consultant
James Guckenberg, JD, CTFA
Senior Estate Specialist
