Our Experienced Financial Planning Team

No matter where you are now and where you’d like to go, the Purcell Kornetzke Group will always be right here in Appleton, Wisconsin, helping you make smart financial decisions for your future and ensuring you have a completely customized financial plan utilizing the full depth of products and resources offered by Baird.

Leveraging our combined 50+ years of financial planning and investment experience, we want to serve as your personal CFO, touching every aspect of your financial life to help you achieve your financial goals.

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Discover the Baird Difference

More than simply making investments, you need to plan for the life you want, both now and into the future. As an independent, employee-owned firm, Baird is structured to perform over the long term. We know that the only way we succeed is if our clients succeed. Putting you first, no matter what – that's how Baird has been doing business for more than 100 years. That’s the Baird Difference.

Wealth management is more than just picking stocks and bonds. When done right, it’s a relationship between you and a trusted financial advisor – someone who understands your priorities and values and has a personal interest in seeing you attain the future you want for yourself and those closest to you. At Baird, we take the financial advisor relationship personally. That’s why we’ve evolved the traditional financial advisor relationship to offer comprehensive wealth management services to our clients. We strive to provide you with all the financial advice, investment services and retirement planning resources you need to make the best decisions for your future. More than just investment advice, private wealth management at Baird is focused on your big picture – identifying what’s most important to you and building a financial plan that delivers on those priorities.

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Discover how the BAIRD DIFFERENCE can work for you!

Call or email The Purcell Kornetzke Group today for a free consultation to see how we can help you reach your financial planning goals.

The Purcell Kornetzke Group at Baird in Appleton, WI

David Purcell

Director | Senior Investment Consultant

920-830-3600

dpurcell@rwbaird.com

David is proud to have started his career in the financial industry with Baird in 1997. David has a background in corporate finance and management, specifically portfolio analysis, financial retirement and estate planning, 401k...

Steven Kornetzke, CFP^®, QPFC

Director | Financial Advisor

920-830-3606

skornetzke@rwbaird.com

Steve first joined Baird in 1998 and has spent his 25-year professional career in the financial services industry. Steve offers a holistic wealth management approach in serving his clients, emphasizing a detailed comprehensive...

Sam Purcell

Client Assistant

920-830-3602

spurcell@rwbaird.com

Sam joined Baird in 2025 as a Client Assistant with The Purcell Kornetzke Group. He brings a strong foundation in financial principles and a passion for delivering exceptional client service. Sam graduated from the University of...

Erica Rennison

Client Specialist

+1 920 830 3608

erennison@rwbaird.com

Erica joined Baird in 2025 as a Client Specialist, bringing two years of prior experience in the financial industry and a commitment to delivering exceptional client service.Born and raised in Waco, Texas, Erica graduated from Texas...