“If you fail to plan, you are planning to fail”
– Benjamin Franklin
Coach. Confidante. Caretaker.As your wealth advisor we approach our engagement with you in these three ways.
Coach. Your financial life is an extension of your life. The pathway you seek is your game plan. As your coach, we collaborate with you as the player to find the best approach that fits your needs, goals and objectives. Our playbook is very thick with many different plays relating to successful "games" we have navigated as well as the multiple types of players we have helped succeed. We help you navigate the financial decisions so that you can feel more confident of these decisions.
Confidante. Dreams, Hopes, Desires, Fears, Concerns, Worries. The most successful people we have known have expressed all of these. As your confidante, we work to improve the odds of the outcome of the first three and diminish and reduce the impact of the last three. Our role is to help build towards positive and realistic outcomes. We revisit these dreams and fears regularly as your life changes to provide opportunities and to manage adversities.
Caretaker. Your wealth is extremely important to us. Care and prudent management of your financial assets as well as the myriad of other items that impact your total wealth is our one mission.
Jean Wolfe, CFP®, CIMA®, CPWA®
When working with her clients Jean believes the most important component is to understand and confirm the “Why” of personal wealth management. Her goal as your wealth manager is to help improve your life and to achieve better focus and execution with all areas of your financial life. By examining your needs and objectives, your history and experiences, and your entire risks and resources, she hopes to construct a SMART™ (Specific, Measurable, Attainable, Realistic and Timely) plan to improve your life.A Wealth of Experience
Jean brings over 30 years of industry experience and insight to her clients. Prior to joining Baird in 2014 Jean was a Senior Wealth Advisor at Clifton Larson Allen Wealth Advisors (over 9 years). This experience allows her to provide unique and well-rounded insight to clients’ personal wealth management. Additionally her expertise in financial planning, asset allocation, risk management, tax planning, and insurance provides clients a wealth of knowledge.
Jean and her husband Doug are new residents of St. Paul, MN. Jean enjoys spending time with her family; two sons Tim and Jake, as well as playing with her dogs, golfing, gardening and traveling.
*Click Image to Enlarge
Kurt’s fascination with the financial markets and his love for educating and helping people led him to a career in the financial services industry over 10 years ago. Kurt joined Baird in 2016 and is passionate about helping people develop and implement a financial plan to achieve their financial goals. He helps clients determine how much they need to save for retirement, how much they can spend in retirement to not outlive their assets and, ultimately, how to pass along assets to the people they care about tax efficiently. His expertise includes retirement and estate planning, life insurance and long term care evaluations, education on when and how to take Social Security and tax reduction investment strategies.
Kurt graduated from Iowa State University where he studied engineering, architecture and art. He is actively involved in his church and in mission work, recently returning from three months in Africa. He is also passionate about working with youth and actively supports the arts. He is currently on the boards of Habitat for Humanity and Freedom Fishing Foundation. Outside the office Kurt enjoys painting, photography, biking, tennis, golf and many other outdoor activities.
Sr. Client Specialist
She received a Bachelor’s of Business Administration degree from the University of Wisconsin - Eau Claire and has obtained her FINRA Series 7, 63 and 65 licenses. She also holds a Minnesota Life and Health Insurance license.
She resides in Lino Lakes, MN with her husband Bob and their two children Abby and Ben. In her free time she enjoys reading, cooking and riding her bike.
Molly Sproull 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 99 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.