Sierra Elleseg CFP®
Wealth Planning - Wealth Planning Associate
Sierra joined Baird in 2019 as a Client Assistant with the Client
Resource Team. After a short hiatus from Baird, Sierra returned and
resumed her same role. Shortly thereafter, she moved to the
Associate Financial Advice Team (AFAT), an internal team
dedicated solely to assisting current and former associates. During
this time, Sierra’s role on the team morphed into one focused on
financial planning and advising, which she discovered to be her true
passion.
Sierra received her BBA in Finance from the University of Wisconsin
Oshkosh. Sierra was a part of the UW-O Cheerleading team and the
National Honor Society of Leadership and Success. Sierra holds her
Series 7 and Series 66 licenses and obtained her CERTIFIED
FINANCIAL PLANNER designation in March of 2024.
Sierra and her husband, Andy, reside in the Third Ward in
Milwaukee but hope to move back to their hometown of
Oconomowoc in the near future. In her free time, Sierra coaches All
Star cheerleading for Element Athletics MKE, likes to play with her
dog, Ace, and spend time with friends and family.