My Profile

A Wealth of Experience

As your financial advisor, I believe it is important to understand who you are, what’s important to you and the goals you are trying to achieve before investing your money. I will work closely with you and your CPA, attorney and any other professionals to help determine the most appropriate financial strategy for you and your family.

In 2001, I began my career as a Financial Advisor and later joined Baird in 2015 as a Senior Vice President and became a Shareholder of Baird in 2016. I earned a Bachelor of Business Administration degree with an emphasis in Finance from the University of Wisconsin-Eau Claire in 1992. I earned the Accredited Asset Management Specialist (AAMS) designation in 2004. The AAMS designation means that I have completed advanced studies in financial, retirement and estate planning. I also earned the CERTIFIED FINANCIAL PLANNER. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, as financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Committed to Giving Back

My wife, Brenda, and I have two daughters, Hannah and Greta. We reside in Altoona, Wisconsin. I have lived in the Chippewa Valley since 1988 and am an active member of Peace Lutheran Church.  I have served on multiple mission trips to Juarez, Mexico.  I am currently serving as the City Council President for the Altoona City Council.

Why Baird?

I am proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.

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Andy and daughter, Greta, on a mission trip to Juarez, Mexico during the summer of 2019.

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Andy and daughter, Greta, on a mission trip to Juarez, Mexico during the summer of 2019.


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Andy and daughter, Hannah, on a mission trip to Juarez, Mexico during the summer of 2016.
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Andy and daughter, Hannah, on a mission trip to Juarez, Mexico during the summer 
of 2016.

Amy Lofgren

Client Specialist

Amy Lofgren started her career in the financial services industry in 2008 after graduating from the University of Wisconsin-Eau Claire with a Bachelor of Business Administration degree. She joined Baird in December 2017 and obtained her Series 7 & 66 licenses in 2018. As a Client Specialist, Amy is dedicated to providing clients with the best service possible and promoting Baird’s values. In her free time, Amy enjoys spending time with her family and being active outdoors.

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