Our Profile

Paul Westphal, CIMA®

Director
pwestphal@rwbaird.com
262-240-3541

Background

Paul has more than 25 years of experience in comprehensive wealth management. His experience includes maintaining relationships with key clients as well as developing asset allocation and investment management strategies.

Education and Designations

Paul graduated from the University of Wisconsin-Milwaukee with a BBA in finance and subsequently attained his Certified Investment Management AnalystSM (CIMA®) designation.

Team Role

Paul leads the group on issues of team investment strategy, construction, and business development. Paul leads the The Westphal Group Investment Policy Committee.

John Lewenauer

Managing Director
jlewenauer@rwbaird.com
262-240-3546

Background

John Lewenauer has over 25 years of experience in the financial services industry focusing on both individual and corporate clients. He has been recognized by Barrons as a Top Financial Advisor in Wisconsin and has also been recognized by Robert W. Baird & Co. as a Chairman's Council Financial Advisor and Baird Only recipient. John uses his many years of capital markets experience to build client portfolios that are client–centric.

Education

John graduated with honors and received a bachelor’s degree in Finance from University of Colorado.

Team Role

John’s focus centers on the capital markets assumptions used by the The Westphal Group for portfolio asset allocation. Further, he leads the fixed income efforts of the group and is an active and experienced bond trader.

Tyler Briggs, CFP® , AAMS®

Financial Advisor
tbriggs@rwbaird.com
262-240-3543

Background

Tyler has over Twelve years of experience in the Financial Services Industry. He develops and manages client relationships with individuals whose needs go beyond investing. Tyler is also active as a Boardmember of Safe and Sound, a Milwaukee Non-Profit that focuses on creating safe neighborhoods.

Education and Designations

Tyler graduated from the Univesity of Wisconsin-Milwaukee with a BBA in Marketing. He has subsequently obtained his Certified Financial Planner® designation through Northwestern University and holds the Accredited Asset Management Specialist certification.

Team Role

As a partner and CERTIFIED FINANCIAL PLANNER™ practitioner, Tyler lead’s the Westphal Groups Financial Planning Efforts, focusing on financial plan development and implementation.

Blaine Gibson, CFP® , AWMA®

Vice President
bgibson@rwbaird.com
262-240-3544

Background

As an Associate Partner and CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years of experience in the financial services industry, Blaine develops and manages client relationships with a focus on like-minded Community Influencers. He is on the Board of Directors of the Cedarburg Art Museum and Chairs the Cedarburg Public Arts Commission. Blaine is also on the Board of Directors for Asset Builders of America, a Non-Profit organization focusing on financial capability and economic empowerment to low and moderate income youth.

Education and Designations

Blaine graduated with a BA from Ripon College and holds a Certified Financial Planner® and Accredited Wealth Management Advisor® designations.

Team Role

Blaine focuses on Financial Planning and leads the group’s educational efforts at The University of Wisconsin Milwaukee and UW Parkside as well as the group's Social Media platforms.

Olinda Ayala

Financial Advisor
oayala@rwbaird.com
P (262) 240-3535

Paula Burns

Senior Client Specialist

Background

Paula began her career in the financial services industry with Paine Webber in 1985 through a part-time high school internship program. With more than 15 years of back office experience in Paine Webber/UBS’ Operations Department, Paula gained extensive knowledge of the industry. In 2009, she joined the The Westphal Group, where she has been providing clients with the exceptional level of service that the team maintains as one of its primary goals.

Education

Paula attended the University of Wisconsin-Milwaukee.

Team Role

Paula leads our client administrative and operations for the team. She is responsible for client service which includes: client documentation, income distributions, online services and client on-boarding.

Bridget Lee

Client Specialist

Background

Bridget began her career at Baird over 7 years ago in our Client Resource Team where she gained extensive knowledge of our client support model and developed a passion for excellent service.

Education

Bridget earned her BA in Finance from UW-Milwaukee. In addition she holds the Finra Series 7 and 66 licenses and is a Notary for the state of Wisconsin. She is currently studying for the Certified Financial Planner (CFP) designation.

Team Role

Client Specialist focusing on client reviews, financial plan construction, total client profile and administrative support. Leads marketing and event planning.

Adam Brotherhood

Client Assistant

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