Whether it’s planning for retirement, creating efficiencies in tax planning or transitioning your assets to the next generation, we can help you build the future you deserve. By understanding your current situation and building an investment plan that aligns your money with your goals, we strive to ensure that you are always on track for the life and legacy you want.
We serve as your most trusted advisor and act as your personal CFO. We focus on taking complicated financial ideas and strategies, and making them easy for you to use. Our greatest satisfaction comes from watching generation after generation of a family fulfill their dreams.
Senior Investment Consultant
Senior Investment Consultant
With more than 24 years in the financial advisory business, Allen combines financial experience with honesty and integrity that he learned from growing up in a small business family to serve his clients. He utilizes a comprehensive investment consulting process to tailor an investment plan for each client. He enjoys working as his client’s personal CFO developing a deep financial relationship and understanding with each client. Allen has been a member of Baird’s Chairman’s Club (top 5 % of advisors) since 2003 and was recognized by FORBES as a Best in State Wealth Advisor for three consecutive years in 2019 - 2021.
Allen is a Senior Investment Consultant, having completed the Investment Counsel Program sponsored by Baird at the University of Chicago Graduate School of Business, an intensive five day course focused on the needs of clients, including retirement planning and wealth management. He holds a Bachelor’s degree in Mathematics, with a minor in Business Administration from the University of Wisconsin – Eau Claire.
Allen resides in Eau Claire, Wisconsin, with his wife of almost 30 years, Jennifer. They have two sons. He is actively involved in several organizations in his community. He has participated in several endurance sports including 2013 Ironman Wisconsin and finished the American Birkebeiner 19 times. The discipline and hard work needed to compete in these sports transfers into his professional life. This discipline drives him to help his clients realize their most important financial goals. In his spare time you will most likely find him in the outdoors.
Chris Harvey, CFP®, CPA
Chris joined Baird in 2018 and holds securities and insurance licenses. He earned his CERTIFIED FINANCIAL PLANNER™ certificate in 2019. Chris utilizes his analytical skills and professional experience to help clients develop financial and investment plans to meet all of their goals. In addition to traditional investment consulting, Chris assists clients with advanced planning and relationship management to provide a comprehensive wealth management experience that includes wealth protection and enhancement, tax mitigation and wealth transfer.
Prior to joining Baird, Chris graduated magna cum laude from the University of Wisconsin – Eau Claire with a Bachelor of Business Administration degree majoring in Accounting and Finance. He has held an active Certified Public Accountant® license since 2009 and worked in the accounting, internal audit and quality risk management fields.
Chris and his wife, Laura, reside in Hudson, WI and enjoy golfing, traveling and spending time with family, including their daughter and two dogs.
Branch Administrative Supervisor
Danielle joined Baird in 1998 and holds securities and insurance licenses. She and her husband, Kevin, reside in New Auburn, WI and have two daughters. Danielle enjoys landscaping, home interior design and traveling.
Sam recently joined Baird in 2021. Sam is originally from Eau Claire, WI and holds securities and insurance licenses. Prior to joining Baird, he graduated from UW-Stout in Business Administration and earned a minor in Economics. Sam enjoys spending time with family and friends, watching the Packers, and playing golf.