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Our Profile

Our Profile

The trust that’s so crucial to what we do for you is something we take very seriously. And our commitment to earning it every day is ingrained in the culture we’ve created together.

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Our Practice

Our Practice

Creating the right financial plan and investment strategies for you begins with understanding who you are and what’s important to you.

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About Baird

About Baird

Discover the Baird difference.

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Taylor Koch

Taylor Koch

Senior Client Specialist

262-240-3525

262-240-3550

Grace Durham

Grace Durham

Senior Client Specialist

262-240-3591

262-240-3550

Kyle Gilbertson

Kyle Gilbertson, CFP®

Associate Financial Advisor

262-240-3505

262-240-3550


<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.

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