Why the Certification Matters
Anthony Consiglio, CFP®
Anthony joined Baird in 1996; his areas of expertise include comprehensive wealth management including investments, insurance, wealth transfer and retirement planning. Anthony earned a Bachelor’s degree in Mechanical Engineering Technology from MSOE in 1994. He obtained his Certified Financial Planner™ certification in 2004 and has been annually recognized in Milwaukee Magazine as a FIVE STAR Wealth Manager since 2009, a member of Baird’s Chairman’s Club since 2006, and was recently recognized by FORBES as a Best in State Wealth Advisor for 2019.
Anthony is active in the community as a Past President and board member for the Elmbrook Rotary Club and Foundation, member of Rotary since 1997 and has received multiple Paul Harris Fellow awards. Anthony and his wife Jodi reside in Hubertus with their children, Nicolas, Zachary and Ashlee. He is actively involved with Boy Scouts and at St. Gabriels Church and School. He also enjoys hunting, fishing, hiking and biking with his family. Anthony is also a board member for the Boy Scouts of America - Potawatomi Area Council.
Chad Osmanski, CFP®
Chad joined Baird in 1999 and focuses on financial planning, including investment management, retirement, insurance and wealth transfer planning. He specializes in assisting retirees and pre-retirees develop strategies to achieve their financial goals. Chad earned a bachelor’s degree with a major in business and a minor in statistics from Winona State University in 1999. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008 and has been recognized in Milwaukee Magazine as a FIVE STAR Wealth Manager since 2009.
Chad and his wife Rachel live in Pewaukee with their three children, Vayda, Vincent and Vaughn. He is a member of Milwaukee Officials Association and is a WIAA basketball official. In his free time, Chad enjoys reading, sports, officiating, fitness and spending time with family.
William Hienz, CFP®
Senior Vice President
Bill has been a financial advisor for more than three decades. He joined Baird as a Branch Manager in 2000. As a Senior Vice President, he helps clients look beyond market cycles to create comprehensive, long-term strategies that help them reach their financial goals. These include retirement, wealth transfer and philanthropic interests. Bill received his master’s and doctoral degrees from the University of Illinois at Urbana-Champaign and earned the CERTIFIED FINANCIAL PLANNERTM certification in 1989. He has been recognized in Milwaukee Magazine since 2009 as a FIVE STAR Wealth Manager. Bill and his wife Paula live in Brookfield, where he enjoys music, reading and trying to keep track of his four adult children and five grandchildren. Bill previously served on the boards of the String Academy of Wisconsin and the Franklin Educational Foundation.
Monica Minor, CFP®
Monica’s driving principle in her practice is to educate her clients so they can be more confident and in control of their finances. She aims to understand what is important to her clients and their families, and then creates a financial plan tailored specifically to their needs and goals. Monica then aligns investment strategies around the plan created in collaboration with her clients.
Monica attended the University of Wisconsin-Madison where she earned her Bachelor of Science in Personal Finance & Investing as well as her Bachelor of Science in Spanish Language. She also holds her CERTIFIED FINANCIAL PLANNER™ designation.
Monica serves on the Board of Directors for SaintA, TEMPO-Waukesha, and Milwaukee’s LPGA Amateur’s Chapter. She is also one of three Directors for Boss Ladies MKE. In her free time Monica enjoys running, golfing, practicing yoga, and snowboarding. She also enjoys traveling and giving back to the Milwaukee community.
PWM Team Client Service Lead
Sheryl brings over 27 years of industry experience to the team. She joined Baird in 1997, and spent time developing her expertise with teams in the Milwaukee-PWM Branch, Operations, and Technology Best Practices. During this time Sheryl was heavily involved in several Associate Resource groups, focused on making Baird the best place for all associates. She is fully registered with her FINRA Series 7 and 63 licenses. Sheryl leads the team in client support as a dynamic group of advisors requires a high level of organization and training to assure fluid client experiences.
Sheryl and her husband, Randy, live in Greenfield, Wisconsin. In their free time they enjoy riding motorcycles and spending time with their 3 adult children: Samantha, Madison, and Hunter. Sheryl also enjoys traveling, and watching her daughter Madison’s college fast-pitch softball games.
Denise has been with Baird over 25 years. Previous to her current role, she spent 15 years on Baird’s NASDAQ trading desk and 3 years in the syndicate department. She is a graduate of the University of Wisconsin-Whitewater with a degree in Finance. Denise is fully registered and licensed with her Series 7 and 63. Denise’s professionalism and personal style is of the highest level to provide the attention and support for the needs of clients and their families. She manages day to day operations, account administration, client questions, and requests. Denise’s industry background is valuable to the team’s emphasis on investment analysis, wealth management solutions and financial planning.
A lifelong resident of Wisconsin, Denise, her husband Paul and two sons, Ryan and Jason, live in Waukesha. She enjoys volunteering, traveling, and is an avid sports fan particularly in following the Packers and Brewers.
Senior Client Specialist
Shauna is a Senior Client Specialist with Baird for nineteen years. Before commencing her role on a financial advisory team in 2006, Shauna managed projects for Baird’s human resources, marketing and compliance departments. Shauna also served with the United States Marine Corps Reserves for 6 years, including a tour in Iraq. Honored in 2011 with a Branch Support All Star Award (awarded to 3 associates out of 380), Shauna’s leadership in client service and professionalism is among the best at Baird. Her knowledge and experience with retirement accounts, education accounts, decedent situations and client event planning is valuable to our delivery of thorough and responsive service. She is also licensed to support our review and implementation of insurance solutions.
Shauna’s time outside of Baird is shared with husband Sean and daughter Briana in Brookfield, Wisconsin. She enjoys fitness activities, volunteering with the Girl Scouts and with her daughter’s school, as well as making people happy through her love of cooking, baking and cake decorating.
Patrick joined Baird in 2018 after working various roles in the Hospitality industry, such as Disney World in Orlando, FL. He graduated from the University of Mississippi (Ole Miss) with a degree in Integrated Marketing Communications. Patrick brings to the team a strong attention to detail, exceptional customer service, as well as a passion for listening, learning and understanding.
Outside of the office, Patrick enjoys sports, traveling, and trying new foods. He is an avid runner having completed eight marathons and three ultramarathons. He has plans to run a marathon in all 50 states, as well as training for a 100 and 200 mile ultramarathon.