David Epstein
Managing Director, Financial Advisor
414-298-7391
David has been a full service Financial Advisor at Baird since 1984. His many professional accolades include the Explosive Growth Award in 1992, repeated membership in the Chairman's Club, Baird's Top Ten of Ten, and Baird's Number One...
Chris Calvelli
Managing Director, Sr. Investment Consultant
414-298-7391
Chris has been in the financial services industry since 1997 and with Baird since 1999. He has earned repeated membership in the Chairman's Club at Baird. He successfully completed the Investment Consultants program sponsored by Baird...
Andrew Epstein
Managing Director, Financial Advisor
414-298-7391
Andrew has been in the financial services industry since 2004 and joined Baird as a Financial Advisor in 2012. Prior to Baird, Andrew worked with a variety of institutional asset managers while in the sales and trading division at Bank...
Nick Costello
Director, Financial Advisor
414-298-7391
Nick has been in the financial services industry since 1999, and re-joined Baird as a Financial Advisor in 2016. He began his career as an Investment Banker with JPMorgan, working for their High Yield and Telecom, Media & Technology...
Kathy Beronja, CFP®
Director, Financial Advisor
414-298-7391
Kathy Beronja, CFP®, is a Senior Vice President and Financial Advisor in Baird’s Private Wealth Management Group. She has been with Baird for over 25 years. She is a CERTIFIED FINANCIAL PLANNER™ professional and has...
Kirsten Dickinson, CFP®
Senior Vice President, Associate Financial Advisor
414-298-7391
Kirsten joined Baird in 2014 as an intern in Private Wealth Management. Upon her college graduation from Marquette University in May of 2015, she became a full time employee. She has obtained her FINRA Series 7 and Series 66 licenses....
Brittany Boyle
Assistant Vice President, Senior Client Specialist
414-298-7391
Brittany joined Baird and the ECAB Group in 2014. She has obtained her FINRA Series 7 and Series 66 licenses. Brittany is also insurance licensed in Accident & Health, Life, and Variable Life/Variable Annuities. Brittany received her...
Monica Mullen WMCP®
Senior Client Specialist
414-298-7391
Jaime Johnson
Client Assistant
414-298-7391
Jaime joined Baird Firm Administration as a receptionist and began her career in Private Wealth Management in 2000. With more than two decades of experience, she is dedicated to providing clients with the highest level of service
Bailey Adkins, CFP®
Senior Client Specialist
414-298-7391
Bailey joined Baird in 2020 as a Branch Operations Assistant for Private Wealth Management. She joined the ECAB group in 2021 as a Client Specialist. She has obtained her FINRA Series 7 and Series 66 licenses. Bailey received her...
Anna Ferkel, CFP®
Assistant Vice President, Client Specialist
(414) 298-7391