Our vision is to become the primary source of trusted financial advice for families and individuals who strive to create and conserve wealth.
Our mission is to help each client create and conserve wealth without taking on unnecessary risk. We feel the foundation of a successful investment strategy begins with planning. The Pauly Nethery Koth Group is committed to understanding your unique financial situation. We take a disciplined approach to investment that is built upon a thorough understanding of your goals. This allows us to manage the risk of investing and develop portfolios designed to provide a prudent balance of income and returns.
Greg Pauly, CFP®, QPFC
Greg provides a holistic approach to building comprehensive financial plans that are tailored to each client's unique financial goals by evaluating the entire financial picture.A Wealth of Experience
Greg brings a wide breadth of experience and knowledge to his client relationships. As a CERTIFIED FINANCIAL PLANNERTM professional, Greg has completed extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning. His certification demonstrates his dedication to expanding his skills and understanding for client's benefit.
Greg's expertise focuses on comprehensive financial planning, corporate retirement plans and multigenerational planning. He has also earned his QPFC credential from the American Society of pension Professionals & Actuaries (ASPPA), which provides an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the roles of retirement plan professionals.Rooted in Traditional Values
Greg received a bachelor's degree in Business from the University of Notre Dame. He is actively involved in the Notre Dame Club of Milwaukee and has served as Club President. Greg started 17 games as a Defensive Tackle for the Notre Dame Football team and received the Moose Krause Award for Lineman of the Year in 2004.
Greg and his wife, Erica, reside in Cedarburg with their daughter, Isabella, twin boys William and Brady, and Connor. In his leisure time, he enjoys hunting, fishing and traveling.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP in the U.S., which it awards to individuals who succesfully complete CFP Board's initial and ongoing certification requirements.
Brian Nethery, AAMS®
Senior Vice President
Brian has worked with clients to develop and implement customized investment strategies for successful business owners, families, and individuals, with the objective of protecting and helping potentially grow wealth. He believes developing a high level of mutual trust is vital to any successful long-term client relationship.
Brian has been providing advice to clients for over 21 years. Drawing from his experience gained from six years at A.G. Edwards and eight at Stifel Financial Corporation, He brings a wide range of valuable expertise and knowledge while working hard to build the business on long-lasting relationships. He believes by understanding clients’ goals, that he is able to provide them with personalized investment strategies that help them pursue their financial needs.
Brian received his bachelor’s degree in Business from Edgewood College in Madison. He was also a member of the Men’s Basketball team where he was a 3 year starter while being voted as a team captain his Senior year. He also holds his Accredited Asset Management SpecialistSM designation from the College of Financial Planning.
Brian and his wife Jeniffer, live in Sussex with their children, Lauren, Jake, and Benjamin. In his time away from the office he enjoys spending time with his family, traveling, playing golf, and coaching his kids’ football, basketball and baseball teams. He also serves on the Board of Directors for the Hamilton Jr. Charger Basketball program.
Dan believes integrity and trust are the hallmarks of any client relationship. He puts the needs of the client first and foremost. Understanding client goals, setting a plan to achieve those goals and working side by side with clients along the way is essential. Ultimately, client success determines the team’s success.
Dan joined the North Shore office after spending the first part of his Baird career in the Finance Department as Assistant Controller for Private Wealth Management. The relationships and familiarity he built with the many resources at Baird's headquarters allow him to better leverage that knowledge for clients.
Drawing from over two decades of professional experience, Dan brings a wide range of valuable experience and knowledge to client relationships. Prior to becoming a Financial Advisor, he served as an accountant at Baird and Arthur Andersen. As an advisor, he harnesses his background and financial expertise to provide comprehensive planning and risk management solutions to clients.
Dan earned his bachelor's degree in Accounting from the University of Notre Dame and serves on the Board of Directors for both the Notre Dame Club of Milwaukee and Ozaukee Family Services, having served as President of both. A resident of Milwaukee, Dan enjoys golfing, reading and giving back to the community in his free time, as well as, spending time with family and friends. He is an avid sports enthusiast and a lifelong Packers, Brewers and Bucks fan.
Deborah Staples Cecsarini
Associate Financial Advisor
Deborah joined The Pauly Nethery Koth Group in 2020, with a mission to help connect people to their highest possible quality of life. She believes that collaboration with a financial advocate, planner, and strategic thinker can give people a clearer path to achieving their life goals and she is honored to play a part in that process.
Deborah joined Baird in 2019 as a Financial Advisor Foundations Associate where she worked alongside Baird’s Private Wealth Management specialists and served clients by creating financial plans, assisting with tax return reviews, and facilitating conversations on financial and investment strategies. Deborah holds her Series 7, and 66 securities licenses, Accident, Health, Life, Variable Life and Annuities Insurance licenses, and is currently studying for the ChFC designation.
Deborah has deep ties to the Milwaukee community. A former Associate Artist with The Milwaukee Repertory Theatre, a "40 UNDER 40" Award recipient (Milwaukee Business Journal), and two-time "Best of Milwaukee" award winner, Deborah enjoys giving back by helping non-profit arts organizations, mentoring, and volunteering in her daughters’ schools. Her whole family participates annually in The Ride for the Arts, to benefit UPAF, The United Performing Arts Fund.
Deborah, husband David, their daughters Miranda and Amalia, and dog Sammy reside in Whitefish Bay. When not participating in the arts, they can often be found enjoying the outdoors.
Dena joined Baird as a PWM intern in March of 2018 and began her role as Client Assistant on the Pauly Nethery Koth Group in March of 2019. Dena works hand in hand with the team on daily client support with specific focus on account maintenance and meeting preparation. She is eager to build relationships and continue to grow in her knowledge of the industry.
Dena is a graduate of Concordia University Wisconsin, where she received a Bachelor’s degree in Finance. Dena holds her Series 7 license and will be sitting for her Series 66 license at the end of 2020.
Dena resides in Milwaukee, Wisconsin with her two cats. Outside of the office, she enjoys fitness and nutrition, travelling, and spending time with her family and friends.
Amanda joined The Pauly Nethery Koth Group in September 2020 after two and half years on the Baird Transition Team, helping financial advisors transfer their business. She joined Baird in 2017 as a Temporary Marketing Specialist for Private Wealth Management. Prior to joining Baird, Amanda worked in the legal industry for three years.
Amanda is a graduate from the University of Wisconsin – Whitewater where she received her Bachelors in Business Administration in 2014. Amanda holds her Series 7 & 65 license.
Amanda resides in the Milwaukee area. Outside of work, much of her down time is spent outdoors hiking, biking, camping or spending time with her friends and family. She also has a love for health and fitness, so makes meal prep and strength training part of her weekly practice.
Aubrey joined Baird in 2016 having previously held roles in Marketing Program Management for over eight years in both an agency and corporate setting. She graduated from the University Wisconsin-LaCrosse with a bachelor's degree in International Business and Marketing.
Aubrey leverages her expertise in marketing by leading our team marketing efforts and assists with the support of our clients.
She enjoys traveling, especially to Disney World in Florida, and spending time at her family cabin in Northern Wisconsin. She resides in Cedarburg with her husband, Scott, and their two daughters.