A Wealth of Experience Emily has had an entrepreneurial career path prior to joining the financial services industry. She has worked in multiple industries including management consulting and information technology where she...

“What draws me to work every day is the ability to make a difference. Making an impact on the lives of others – our clients, our colleagues and the broader community is my personal mission, as I believe my personal success is simply a...

“I get joy out of coming to work, and I love sharing that joy with others. We do this work to help make an impact on our clients’ lives. Many conversations we have with our clients go beyond finances, and it’s those conversations that...

Building a life around values that guide my personal and professional choices is vital for living a life of purpose. I’m proud to have joined the Phillips Ristau Group in 2024, where we serve our clients with unwavering integrity...

“We work hard and play hard. I know when I come into work, we’ll work hard together, but we’re not afraid to have fun with each other and our clients.”

Abigayle joined our team in September of 2024 as a Client Specialist. She graduated from the University of Wisconsin-Milwaukee in 2023 with a Bachelor of Arts degree in Finance. Following graduation, she joined Baird's Client...

Rebekah is an Assistant Vice President and Wealth Planner for Baird. She joined the firm August of 2017. Rebekah has over 15 years of experience in the trust and estate planning industry. She holds the...

Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently the Manager of Estate Planning for Baird’s Private Wealth Management Group...

Erin Kolo is the Manager of PWM Equity & Fixed Income Research and Vice President with 11 years of investment experience. In her current position, Erin oversees...

Alison LoCoco is an experienced and highly motivated marketing consultant, driven by passion, creativity and big-picture thinking. Alison is both... 

Eric joined Robert W. Baird & Co. in 2021 as a Tax Specialist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan investments. Throughout his...

Laura Ames is a Wealth Strategist based out of Baird’s Milwaukee, Wisconsin office. As part of Baird’s Private Wealth Management Group, Laura works with Financial Advisors to help clients meet their long-term wealth...

Kenan Peterson is a Wealth Strategist based out of Baird’s Denver, Colorado office. Mr. Peterson works closely with Financial Advisors supporting their largest and most complex families facing unique planning issues. Kenan works...