Our team is multi-generational, each with different perspectives, experiences and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.
Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.
Meet Our Team
Kelly Engler
Financial Advisor
I joined Baird in June of 2023. Prior to joining Baird, I was a Senior Wealth Advisor with Bremer Wealth Management working with individuals, trust accounts, estate settlement and investment management. I am FINRA 7 and 66 licensed. I...
Read more
Ann Haase
Assistant Vice President | Senior Client Specialist
Ann joined Baird in February of 2022. Prior to joining Baird, Ann was a Senior Client Associate with Wells Fargo Private Bank. She has 17 years of experience in the industry and is FINRA 7 and 66 licensed. Ann lives in Rochester, MN...
Extended Team
James Guckenberg
Senior Estate Planner
Eric Wikstrom
Tax Strategist
Matt Weith
Senior Trust Strategist
Brad Bartick, CFP®, CWS®
Wealth Planner