The Henrickson Group maintains a client-focused approach to service. We work with our clients to help them make informed investment decisions throughout their lifetime. In addition to our own knowledge and experience, we consult with Baird specialists in financial planning, estate planning, investment strategies, and products and services, providing clients with a comprehensive team dedicated to their financial success.
Senior Vice President
Cliff joined Baird in 1982 and has over 30 years of experience in the financial services industry. Working to promote economic literacy with both students and teachers, Cliff shares his deep understanding of financial issues acting as the Director of Economic Education Counsel for over 15 years. Cliff has been an active member of the Metropolitan Builders Association since 1994.
Among Cliff’s areas of expertise are:
- Individual Equity Strategies
- Equity and Mutual Fund Portfolios
- Strategic Portfolio Review
- Education Planning
Jess joined Baird in 2008. He received a B.S. in Business Management from Miami University in Oxford, Ohio. His areas of expertise include retirement income planning, portfolio construction, and long-term care insurance.
Jess and his wife live in Shorewood with their son and daughter. He enjoys running, volunteering, and being active in sports.
Client Relationship Assistant
Susan has over 35 years of experience in the investment industry, all of which have been with Baird. She received a B.S. in business management and communications from Alverno College.
As a Client Relationship Assistant, Sue assists clients in many ways, including help with account distributions. Sue enjoys horseback riding and walking.