While many financial advisors focus their attention solely on the investments, our team takes a different approach. We seek to not only integrate investment management, but also service our clients by providing guidance in all areas of financial planning including: investments, estate planning, tax strategies, retirement and insurance needs.
Whether you’re near our Wausau or Charlotte office or not, we conduct meetings remotely with clients all around the country.
John joined Baird in 2007 with expertise in correlation analysis, ETF’s, and redemption bonds. He is a PIM Manager and has over 28 years of investment experience. Investing wisely for his clients has served him well throughout his career and he believes that 100% freedom equals 100% responsibility. Prior to joining Baird, John managed corporate funds and investments at J.D. Mechanical, Inc., where he was the president. He then worked at Piper Jaffrey from 1989-2007.
John graduated from North Central Technical College and is currently a member of the Elks Club. He and his wife Sue have two children, David and Melissa. John enjoys cross-country skiing, snowshoeing, fishing, aquaponics, car collecting and petroliana collecting.
Andy Schliepp, CFP®
Andy joined Baird in 2007 and has 12 years of financial advisory experience. He is a CERTIFIED FINANCIAL PLANNER™ professional and works with families on their estate and wealth planning needs. He graduated magna cum laude from the University of Wisconsin in Stevens Point with a bachelor’s of science degree in mathematics and a double minor in business administration and economics. With Andy’s mathmatics background, he helps client’s gain confidence through planning and decision making with an analytics-focused approach.
Andy has served on the board for Habitat for Humanity of Wausau and volunteers with numerous local charities and fundraising events. He and his wife Abby Jo have three children. Andy’s been a Wausau resident for 12 years and is a big outdoor enthusiast.
David joined Baird in 2009. He focuses on instilling confidence in his clients by educating them on the wealth building process. He enjoys working with families and business owners, helping them set long-term goals, and creating plans to see those goals through.
David annually raises funds for the Cystic Fibrosis foundation (Charlotte chapter) through Xtream Hike. He also dedicates his time and support to the Hoskins Park Ministries and is an active member at Forest Hill Church in Charlotte. Originally from Wausau, WI, David has been a Charlotte, NC resident for over 19 years. He enjoys being active outdoors, including running, hiking, camping, fly fishing and road & mounting biking.
Chris joined Baird in 2014 and has over 17 years of industry experience. Prior to Baird, Chris was an agent and Branch Manager with Liberty Mutual Insurance for over 10 years working in offices throughout Wisconsin. Chris focuses on Investments, financial planning and insurance reviews. He works with his client’s trusted professionals (CPA’s, Attorneys and Insurance Agents) to develop a strategy to achieve their financial goals.
Chris currently serves on the Wausau Festival of Arts board and volunteers for various organizations across the state. Chris and his wife Sarah have one daughter. In his free time, he enjoys traveling, being active outdoors and spending time with family.