Mike Marella
Vice President | Financial Advisor
Michael joined Baird in 2007 and started working with Private Wealth clients in 2001. Michael’s area of expertise is in comprehensive financial management and he focuses on building and managing long term relationships with his...
Terry Horan
Vice President | Financial Advisor
Terry joined Baird in 1995 and became a trusted wealth management advisor in 1976. He believes in investing with a purpose, a goal towards accomplishing each client’s unique financial needs. Terry’s extensive experience and...
Harold Lichter
Branch Administrative Supervisor
Harold graduated from UW-Milwaukee with a bachelor’s degree in finance. He joined the Chicago office following his completion of Baird's Client Specialist Essentials Associate program. During his free time, Harold enjoys all things...
Jim Guckenberg JD, CTFA
Wealth Planning - Sr Estate Planner
Laura Ames JD
Wealth Solutions Group - Wealth Strategist
Erica Kroll, CLTC® CLU®
Insured Solutions Consultant
Sierra Elleseg CFP®
Wealth Planning - Wealth Planning Associate
Matt Urbanek, CFP®, CRPC®, CPWA®
Wealth Planner
Michael Burzynski, CPA
Tax Strategist