Curt Brewer, JD, CFP®
Curt has been advising high net worth individuals for more than 20 years at Baird. His background as an estate planning attorney positions him to work closely with his team’s clients and their advisors to develop tax and other efficient solutions to manage and ultimately distribute their wealth. His client-centric approach to customized financial planning has earned him recognition as a Five Star Wealth Manager and Forbes Best in State Wealth Advisor.
He received a bachelor’s degree in Economics from the University of Wisconsin, a law degree from Marquette University and an MBA from Marquette. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Member of the Wisconsin State Bar Association. In his spare time, Curt is active in the community as well as in his children’s activities. He currently serves on the Board of the Waukesha County Community Foundation. In previous years he has served as president of the Marquette University Business Admin Alumni Association and the St. Matthew’s Church Council and Foundation. Curt and his wife, Carri, live in Wauwatosa with their two children.
Rick Verthein, CFP®, CPWA®
Rick has been working with affluent individuals since 2006. His focus has been on developing the investment strategies and financial plans that give clients the flexibility to focus on the important aspects of their life. His experience in both accounting and finance allows him to understand how your investments, tax situation and cash flow strategies are intertwined.
In 2019 Rick earned a certificate in Wealth Management Theory & Practice from the Yale School of Management. This allowed him to earn his Certified Private Wealth Advisor® designation which focuses on issues high net worth investors and business owner’s face. He also completed the Certificate Program of Financial Planning at DePaul University and obtained his CERTIFIED FINANCIAL PLANNER™ certification. His alma mater is the University of Wisconsin-Milwaukee where he graduated cum laude in 2007 with a degree in Accounting and Finance. During school, he joined Baird in 2006 in the Finance Department as an intern and subsequently transitioned to Waukesha Private Wealth Management upon graduation.
Rick serves on the Advisory Board of the Cystic Fibrosis Foundation, Milwaukee Chapter as well as various committees. He is the Board President of the Adaptive Community Approach Program in Waukesha and is an active member of the Waukesha Rotary Club. Rick and his wife, Jessica, live in Waukesha with their two sons, Charlie and Henry along with their two dogs, Trinity and Dexter. When there is spare time, he enjoys his free-time by playing golf, exercising and traveling as much as possible.
Ashley Brown, CFP®, CDFA®
Ashley joined Baird in 2008 and is pleased to be part of a team that utilizes goals-based financial planning as the cornerstone of their practice. Her focus is on the increasingly complex financial needs of our clients and their families as well as assisting in the development of investment strategies and oversight. Additionally, she has extensive experience with corporate and executive stock options.
Ashley graduated from the University of Wisconsin-Milwaukee in 2007. She also completed her Certificate Program of Financial Planning at Boston University and has obtained her CERTIFIED FINANCIAL PLANNERTM certification. In 2019, Ashley obtained her Certified Divorce Financial Analyst (CDFA®) Designation after completing the required coursework through the Institute for Divorce Financial Analysts.
Outside of Baird, Ashley is active in her community and children’s activities. She currently serves as a member of the Board of Directors for Elevate, Inc and supports the Hartford Select Baseball Club and LaFleur’s Gym. Previously she served as Vice President of the Board of Directors at LiFE OF HOPE and took on a leadership role with Girl Scouts of Wisconsin Southeast. Ashley and her husband reside in Washington County with their children, Isabel, Logan and Sophia and Golden Retriever, Lucy.
Assistant Vice President
Senior Client Specialist
Jennifer is a Senior Client Specialist, Assistant Vice President at Baird, holding both FINRA Series 7 and Series 66 licenses. She joined Baird in 2003 in Mutual Fund Operations and transitioned to Private Wealth Management in 2006.
Jennifer is the supporting operations manager of the BVB Group, overseeing operations and client reviews; which include order entry for the purchase and sale of securities, performance reporting, account opening and maintenance, and various client requests. Jennifer has won the Baird Blue Chip Service Award twice in her career, and was the recipient of the Branch All-Star award in 2017, given to two individuals in the firm each year.
Jennifer lives in Wind Lake with her husband Gregory and daughters, Madison and Paige. She served 7 years on the board of the PTSO for her children's school; 4 of those as Co-President and currently serves as Co-Leader for her daughters Girl Scout Troop of SE WI. Jennifer also supports Muskego High School in various volunteer capacities throughout the year. In their free time they enjoy fishing, kayaking and hiking.
Briana has been with the BVB group since August 2015. She comes to the team with a wealth of knowledge and expertise from her experience here at Baird.
Since joining the firm in 2004, Briana has had the privilege of experiencing Baird’s client-centric culture from several seats. While attending college Briana interned at Baird with our operations team in client services. This led her to an 8-year career as a client service specialist with Baird’s back office. From there she spent an additional 3 years on Baird’s institutional side in Fixed Income where she served as a Risk and Regulatory Specialist. She found her true passion was helping people on a person-to-person level leading her back to Private Wealth Management, working with the BVB Group. Briana graduated from the University of Wisconsin- Milwaukee with a Bachelor of Science degree, majoring in Finance. She has also obtained her Series 7 & 65 license. Outside of spending time with her husband Sean and son Carter, Briana loves to bike, run, golf and travel.
Rachel is the newest member of the BVB Group and joined Baird in 2016 after spending 11 years as part of Private Wealth Management in the banking industry. She quickly obtained her Series 7 & 66 licensing once joining the firm. Rachel enhances our team with her excellent care and service she provides to our clients in her responsibilities for operations and administrative services. She has a passion for building relationships with clients and has a fine attention to detail.
Rachel earned a bachelor’s degree in Business Administration-Marketing from the University of Wisconsin-Milwaukee. In 2019, Rachel and her husband, Michael, welcomed a baby boy named Aiden to their family. In addition to spending time with her new family, Rachel enjoys reading, going up north, and taking family walks with their black lab, Miller.