We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Learn More About Retirement
It May Be Time for a Financial Checkup
The Road to Retirement
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard, facts.
Roger Klumb, CFP®
Financial Advisor
414-298-1728
RKlumb@rwbaird.com
John “J.R.” Richards, AAMS®
414-765-3542
JRichards@rwbaird.com
David Thuli, CFP®
414-298-2612
DThuli@rwbaird.com
414-765-3596
CFry@rwbaird.com
Alexandra Spangler, CFP® CDFA®
414-298-5290
ASpangler@rwbaird.com
Charles "CJ" Jessup, CFP®, EA
Associate Financial Advisor
414-298-7731
CJessup@rwbaird.com
Michelle Hernandez, CFP®
PWM Team Client Service Lead
414-298-6232
MHernandez@rwbaird.com
Alise Lemieux, CFP®
Senior Client Specialist
414-765-3904
ALemieux@rwbaird.com
Client Specialist
414-765-1464
LDavis@rwbaird.com
(414) 765-3771
mvandermissen@rwbaird.com
Client Assistant
+14147921289
lszolyga@rwbaird.com
Learn more about our team!
