My Profile

Whether an individual, a family or small business our approach remains the same, we offer a comprehensive style to financial planning ensuring a completely customized plan utilizing the full depth of product and resources offered by Baird.

Leveraging our experience, we focus on being an individual’s or family’s personal CFO, touching every aspect of their financial life while employing an overall wealth management process.

The Team

David Purcell

David Purcell

Director | Senior Investment Consultant

dpurcell@rwbaird.com

Erica Rennison

Erica Rennison

Client Specialist

+1 920 830 3608

erennison@rwbaird.com

Sam Purcell

Sam Purcell

Client Assistant

spurcell@rwbaird.com

Steven Kornetzke

Steven Kornetzke, CFP^®, QPFC

Director | Financial Advisor

skornetzke@rwbaird.com

Extended Team

Jaleigh White

Jaleigh White

Director of Baird Family Wealth

JWhite@rwbaird.com

Tim Steffen

Tim Steffen

Director of Advanced Planning

TSteffen@rwbaird.com

Kathy Carey

Kathy Carey

Director of Private Wealth Management

KBCarey@rwbaird.com

Scott Grenier

Scott Grenier

Manager, Tax & Estate Planning

SGrenier@rwbaird.com

James Guckenberg

James Guckenberg

Estate Planner

JGuckenberg@rwbaird.com

Laura Ames

Laura Ames

Wealth Strategist

LAmes@rwbaird.com

Erica Kroll

Erica Kroll

Insured Solutions Consultant

EKroll@rwbaird.com

Michael Burzynski

Michael Burzynski

Senior Tax Strategist

mburzynski@rwbaird.com