Daniel J. Schneck, QPFC, CFP®
Senior Investment Consultant
Senior Vice President
Who needs a Certified Financial Planner™ professional?
If you expect a qualified, ethical financial advisor – you do.
As a CFP® professional, Dan is dedicated to a personal and comprehensive approach to financial planning. His customized recommendations come only after listening to, examining and analyzing your full range of specific financial needs.
Working with a CFP® professional, you’ll also benefit from a strict code of ethics and a rigorous continuing education program. This commitment to knowledge and experience is why Dan earned his certification in 2013 – to best help his clients work through complex financial issues.A Wealth of Experience
Dan has been advising individuals, families and corporate clients in investment consulting, financial planning, asset management and estate planning since 1999, when he first started at Baird. That same year, Dan earned his MBA from Marquette University after receiving his undergraduate degree from the University of Wisconsin-Madison.Committed to the Community
Outside his work with Baird, Dan is a current member and past president of Prevent Blindness Wisconsin, a member of the National W Club and a past president of the University of Wisconsin Alumni-Milwaukee Chapter.
His wife, Kelly, and him live in Whitefish Bay with our children Zach, Leah, Ben and Rachael. He enjoys coaching, CrossFit, golfing and skiing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements. - See more at: http://www.cfp.net/for-cfp-professionals/marketing-toolkit/how-to-use-the-cfp-marks#tagline
Nicholas C. Gomez
Nick works closely with individuals and families to develop comprehensive financial and retirement plans. These financial and retirement plans are utilized to establish the foundation for detailed investment, insurance and risk management strategies. Nick also works with business retirement plans, including 401(k) Plans, SEP IRAs, Profit Sharing Plans and SIMPLE IRA Plans.
A Wealth of Experience
Nick received his MBA in Finance from Concordia University Wisconsin and Bachelor of Arts in History from the University of Wisconsin-Milwaukee. He also holds FINRA and Insurance licenses: Series 7 – General Securities Representative, Series 24 – General Securities Principal, Series 66- Investment Advisor Representative, Life and Health Insurance.
Committed to the Community
Nick is a native of Milwaukee, Wisconsin, now living in Greendale with his wife and three children. He enjoys spending time with his family, traveling, hunting, playing soccer and cross-fit. Nick is currently serving as a board member of the Wisconsin Veteran Chamber of Commerce focusing on serving veterans and veteran owned businesses. He served in Afghanistan during Operation Enduring Freedom and Jordan/Syria during Operation Inherent Resolve. He is still active in the Wisconsin Army National Guard. Nick is also the co-founder of Bairds Veteran Associate Resource Group, PATRIOT and Founder/President of UWM's Veteran Alumni Chapter.
David R. Kelnhofer
Every client’s situation is unique. We get to know you and your family and work to understand your values and your long-term goals.A Wealth of Experience
David joined Baird in December 2010. Prior to joining Baird, he was with Numark Credit Union in 2009 & 2010, and also worked as an intern at Merrill Lynch in 2007. David’s area of expertise is in client relations.
David attended Lewis University where he earned a Bachelor of Science in Finance and Economics and a Master of Business Administration. While at Lewis University, he played Division I volleyball and in high school was an All-American volleyball player.Committed to the Community
David is active in his community volunteering at United Way, Big Brothers-Big Sisters, Feeding America and Literacy Services of Wisconsin. David currently resides in Wauwatosa, and he grew up in Waukesha. He is an avid fan of the Packers, Brewers and Bucks and in his free time, David plays volleyball, basketball and golf. He also enjoys collecting autographs.Why Baird?
David is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 90 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.