Broker Check

A true financial partner with your best interests in mind

<strong>My Practice</strong>

My Practice

We create strategies that are tailored to your needs and goals.

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<strong>About Baird</strong>

About Baird

Years of experience have prepared us to guide you through life's transitions.

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<strong>My Profile</strong>

My Profile

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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<b>Who We Are</b>

Who We Are

People choose their careers for many different reasons. When I decided to become a Financial Advisor, I was driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

I have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

In Baird, I have a partner that shares my passion for wealth management, with world-class resources and deep expertise to support us in my mission to provide the very best advice and service I can in important areas, including:

  • Portfolio management
  • Saving for higher education
  • Planning for retirement
  • Estate planning services
  • Investment tax planning
  • Insurance
<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Meet Our Team

Ken Petter

Ken Petter

Managing Director, Branch Manager

920-433-7300

920-437-0456

Staci Allen

Staci Allen

Branch Administrative Manager

920-433-7300

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