Our Profile

Meet Our Team

Our six-person team was intentionally created with an array of complementary skills and strengths to provide clients with breadth and depth of expertise. This cognitive diversity gives us the unique ability to help clients solve the most stressful roadblocks on the way to financial freedom.

Our team is meticulous in our attention to numbers, portfolios and markets. But we believe that true success lies in the strength and quality of our relationships with clients. Outside of work, we measure our achievement by the positive impact we have on the communities and organizations we care about. One thing remains the same wherever we find ourselves: We take every chance we get to enhance the lives of everyone around us.

The Phillips Ristau Group

Emily Phillips

Director, Financial Advisor

414-298-7496

414-765-3633

ephillips@rwbaird.com

A Wealth of ExperienceEmily is a lifelong entrepreneur with a diversified career path prior to joining the financial services industry. Her experience spans multiple industries including management consulting and where Emily led...

Jodi Ristau, CFP®, CDFA®

Managing Director, Financial Advisor

414-298-2439

414-765-3633

jristau@rwbaird.com

“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...

Michael Brown

Financial Advisor

414-298-6040

414-765-3633

mmbrown@rwbaird.com

“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...

Sara Aalpoel

Client Specialist

414-298-1960

414-765-3633

saalpoel@rwbaird.com

“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 Spitzer

Client Specialist

414-298-5999

414-765-3633

ASpitzer@rwbaird.com

“Only those who dare to fail greatly, can ever achieve greatly” – Bobby Kennedy (1966)Abigayle joined our team in September 2024 as a Client Specialist. A 2023 graduate of the University of Wisconsin-Milwaukee, she earned a Bachelor of...