The BRWY Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to join Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are our team traditions.
In addition to contributing her more than 30 years of experience handling investment and estate planning issues, Sue’s characteristic warmth and attentiveness have provided a model for how we interact with clients. In 2008, she was recognized by On Wall Street magazine as one of its 10 “Branch Managers of the Year” and she was awarded the Women of Influence Award in 2007 by the Milwaukee Business Journal.
When she’s not overseeing the firm’s Waukesha office, Sue has dedicated her time to numerous community organizations. She currently serves as a trustee at Mount Mary University and is a member of the Board of Directors for Pro Health Care. She is past chair of Sharon Lynne Wilson Center for the Arts and past board member Waukesha County Community Foundation.
In addition to spending time at her cottage in Northern Wisconsin, Sue is a bit of a “foodie” and loves concerts, sporting events and travel.
Meg Yost, CRC®
Senior Vice President
With over 35 years of industry experience and as a Certified Retirement Counselor®, Meg continues to enjoy drawing on her expertise in retirement planning to help clients prepare for life after a career.
In addition to addressing client needs, Meg strongly believes in giving back. In the workplace, Meg is past President of Baird's Network of Women Financial Advisers and is active in Baird’s mentoring program. Within the community, Meg was a longtime trustee for the Women & Girls Fund and was the 2011 chair of Waukesha County’s Women of Distinction luncheon. Meg is an active elder in her church and Assistant Treasurer.
Meg and her husband, Jim, are avid golfers and sports fans. They live in Hartland and have two adult children, Jessica and Alex.
Brian Wielgus, AWMA®
By combining both his connections to industry professionals and his focus to build the best client service model, Brian works with clients to simplify their financial life. As a wealth manager working with both individuals and small business owners, Brian specializes in providing solutions for multi-generational families and businesses.
Brian earned his degree from the Lubar School of Business at UW-Milwaukee. After joining Baird in 2012, Brian also earned the Accredited Wealth Management Advisor designation from the College of Financial Planning.
Brian is very passionate about service and community. At Baird he serves as the current chair for the NextGen Advisory Council and outside Baird he is a board member for the Juvenile Diabetes Research Foundation. In his time away from the office he enjoys watching sports, playing guitar and golfing. He and his wife Theresa live in Pewaukee with their children Jackson and Maura.
After joining Baird in 2013 as a Foundations Program Associate, Jennifer spent two years learning the internal and external processes of Private Wealth Management. This knowledge combined with her prior banking experience and her natural gift of providing clients the time and attention they deserve sets up well for her to provide clients with a customize financial plan to meet their current and future financial goals.
Jennifer attended Regis University where she earned her Bachelor of Science Degree and her Masters in Accounting.
Jennifer is an active member of Divine Savior Holy Angels Board, serves on the Philanthropy Committee for Kathy’s House and was involved in the Fuel Tutor Program. In her free time she enjoys skiing, boating, traveling, and spending time with her husband, Tim, and daughters, Mia and McKenzie.
Senior Client Specialist
Caile is a Senior Client Specialist who joined Baird in 2013 and has over 10 years of experience in financial services. Prior to joining Baird, she worked for a commodities firm on the Chicago Board of Trade. In addition to day to day operations for the team, her focus is on financial planning and annuity and insurance processing. Caile is thrilled to be a part of the Baird team and looks forward to helping clients in any way that she can.
Caile grew up in Whitefish Bay, Wisconsin and attended Divine Savior Holy Angels High School. She received her Bachelor’s degree from Saint Mary’s College at Notre Dame.
Her hobbies include playing tennis, spending time at the beach, watching sports and being with family. Caile and her husband, Robert, live in Glendale. In the fall they like to attend Notre Dame football games in South Bend, Indiana.
Scott joined Baird in February 2018 as a Client Specialist. In his role, Scott is involved in account opening and maintenance, processing account transactions and handling the sale of securities. Scott finds great joy in supporting needs of clients by addressing their questions and requests.
Scott is from West Allis, Wisconsin. He holds a bachelor's degree from University-Wisconsin Oshkosh and earned an MBA from Marquette University.
Scott currently resides in Greendale with his wife, Kim, and their three children Maxwell, Samuel and Addison. Scott is a den leader for the school’s Cub Scouts. In his spare time, Scott enjoys attending his children’s various school and sporting events. His family also loves to follow the Brewers and often plans their vacations to include Brewer away games to visit different baseball stadiums.