Additional Resources

What is BairdOnline?

Baird Online is your secure, online portal where you can link, view and track all your financial accounts, providing you a complete picture of your net worth while managing your day-to-day finances and keeping you on track to meet your wealth management goals. 


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What is 360 Wealth?

A secure online service on Baird Online where you can view all your finances in one place.

  • Link a variety of non-Baird accounts to give you a holistic view of your financial wellness, including:
    • Checking/Savings
    • 401(k)
    • Credit/Debit Cards
    • Home/Real Estate
    • Assets/Liabilities
  • View a comprehensive Net Worth Statement
  • Track changes in your portfolio
  • Manage and view your current month budget, spending and cash flow

Need help getting started?  Give our team a call at (414) 765-1450.






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Subject Experts for Advanced Planning and Analysis

Meet some of our extended team members we consult with regularly to serve our clients.


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Michael Antonelli
PWM Market Strategist

Bruce Bittles
Chief Investment Strategist
Kathy Carey
Director of PWM Research & Planning

Scott Grenier
Manager- Financial & Estate Planning
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Jamie Awe
Senior Annuity Specialist

Richard Braun
PWM Financial Planner
Jeannette Haen
Senior 529 & UIT Specialist
Erica Kroll
Senior Insurance Specialist

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