Jodi Ristau, CFP®, CDFA®

“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 reflection of our collective success. Being a part of a team that holds that same value is incredibly rewarding.”

Jodi holds an MBA with a concentration in Finance from Marquette University, as well as a Bachelor of Music-Vocal Performance degree from University of Wisconsin-Eau Claire. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2020, Certified Divorce Financial Analyst^® certification in 2024 and is currently pursuing her CPWA^® certification. She was awarded a Certificate in Behavioral Advice with Shaping Wealth.

Jodi has been with  Baird for over 25 years and has been a leader in virtually all aspects of Private Wealth Management with a particular focus on Baird’s client experience. In 2018, Jodi joined the Phillips Ristau Group as a Financial Advisor, bringing deep institutional and industry knowledge with a passion for developing meaningful client relationships.

Jodi was chosen to co-chair on behalf of Baird TEMPO Milwaukee’s 2022 Leadership event that brought in over 1400 leaders to hear the fascinating story of Simone Biles. She has been awarded Baird’s Frederick G. Kasten award, one of Baird’s most prestigious honors recognizing exemplary client service and the less-tangible-yet-undeniable value of keeping client first. 

In her free time, she enjoys traveling, spending time with friends and family, discovering new restaurants and participating in the rich and vibrant Milwaukee performing arts scene.