Financial Advisor Recognitions
Serving as your true wealth management partner requires hiring top Financial Advisors and giving them all the support and freedom they need to succeed. The following advisors were recently recognized for their excellence and unwavering commitment to their clients’ best interests.
Recent Recognitions and Winners
Congratulations to our Forbes Top Wealth Advisors
Congratulations to our Financial Advisors that made this year’s Forbes America’s Top Wealth Advisors. Nominated by their peers and evaluated by SHOOK research, these Financial Advisors demonstrate commitment to their clients and Baird. We are proud of our advisors for achieving this award. Published 9/24/22, data as of 3/31/21.
- Mike Klein – Milwaukee, WI - #43
Congratulations to our Forbes Best-In-State Wealth Advisors and Wealth Management Teams
We value our people and their abilities to provide the best services to their clients. We are proud of our financial advisors and teams and celebrate their success.
Congratulations to all of our financial advisors that were recently recognized by Shook Research as a 2023 FORBES Best-In-State Wealth Advisors published on 4/4/23. Rankings based on data as of 6/30/22.
View the Forbes Best-In-State Wealth Advisors List
- Margaret Price, Anchorage, AK
- Sarah Springer, Anchorage, AK
- Grant Shearer, Anchorage, AK
- Sharon Zeidler, Scottsdale, AZ
- Jacob Duffy, Scottsdale, AZ
- Todd Reeg, Scottsdale, AZ
- Leah Hoffman, Phoenix, AZ
- Lisa Doche, Scottsdale, AZ
- Kent Elliott, Roseville, CA
- John Frisbie, Boulder, CO
- Daniel Palm, Denver, CO
- Richard Wholey, Sarasota, FL
- David Poitras, Sarasota, FL
- Rudolf Fernandez, Tampa, FL
- Scott Woods, Sarasota, FL
- Michael Petros, Alpharetta, GA
- Michael Boosel, Alpharetta, GA
- Jack Cohen, Alpharetta, GA
- Gail Bivens-Rose, Sioux City, IA
- Craig Vander Leest, Cedar Rapids, IA
- Douglas Wenzel, Cedar Rapids, IA
- Daniel Holzrichter, Sioux City, IA
- Bradley Angeletti, Chicago, IL
- Douglas Mabie, Chicago, IL
- Paul Donnelly, Chicago, IL
- Patrick Feeney, Shiloh, IL
- Lee Zimmerman, Winnetka, IL
- Robert Schrieber, Elgin, IL
- Nicholas Wallace, Winnetka, IL
- Ned Gillette, Rockford, IL
- Tricia Hollander Henning, Evansville, IN
- Jeffrey Main, Martinsville, IN
- Loren Snyder, Bloomington, IN
- Ronald Boren, Evansville, IN
- John Schutz, Evansville, IN
- Kris Callaway, Indianapolis, IN
- Teri Hollander Albin, Evansville, IN
- Thomas Olson, Mishawaka, IN
- Phillip Garrison, Wichita, KS
- Michael Dempsey, Fort Wright, KY
- Kevin Northup, Louisville, KY
- Shawn Perry, Bowling Green, KY
- Sean Miranda, Louisville, KY
- Thomas Kessinger III, Lexington, KY
- James Jefferson, Bowling Green, KY
- Dan Foutch, Glasgow, KY
- Shannon Vitale, Bowling Green, KY
- Jeffrey Roberts, Louisville, KY
- Drew Richey, Bowling Green, KY
- Mitch Settle, Owensboro, KY
- Sergius Ogden, Lexington, KY
- Philip Stathos, Portland, ME
- Catina Koenig, Edina, MN
- John Floyd, Charlotte, NC
- John Lipe, Charlotte, NC
- William McCollum, Charlotte, NC
- Theresa Flemma, New Hartford, NY
- John Bradley, Miamisburg, OH
- Brendan Hosty, Cincinnati, OH
- Kimberly Haws Falasco, Akron, OH
- Michael Smith, Cincinnati, OH
- Michael Perrini, Columbus, OH
- Jeffrey Hedley, Columbus, OH
- Rob Shick, Portland, OR
- Gray Coulton, Charleston, SC
- Elias Hassan, Murfreesboro, TN
- William Boehmler, Dyersburg, TN
- Malcolm Liles, Nashville, TN
- William Liles, Nashville, TN
- A. Hale Hooper III, Nashville, TN
- Richard Ashcroft, Houston, TX
- Nancy Popovich, McLean, VA
- Paul McWane, Lynchburg, VA
- Stelina Simpson-Roehr, Seattle, WA
- Jennifer Droppelman, Seattle, WA
- Cameron Ragen, Seattle, WA
- Sarah Power, Seattle, WA
- Phil Banta, Seattle , WA
- Will Strong, Seattle , WA
- Theresa Boyd, Milwaukee, WI
- David Klenke, Milwaukee, WI
- Chad Osmanski, Waukesha, WI
- Richard Cudahy, Milwaukee, WI
- Allen Campbell, Eau Claire, WI
- Chris Calvelli, Milwaukee, WI
- Jennifer Haldemann, Milwaukee, WI
- Stephen Hoch, Milwaukee, WI
- Richard Verthein, Waukesha, WI
- Michael Klein, Milwaukee, WI
- Philip Dallman, Milwaukee, WI
- Lori Gervais, Mequon, WI
- Greg Pauly, Mequon, WI
- Gregory Sommersberger, Mequon, WI
- Tim Forster, Eau Claire, WI
- Andrew Epstein, Milwaukee, WI
- James Hodge, Madison, WI
- Curt Brewer, Waukesha, WI
- Ronald Farley, Eau Claire, WI
- Christopher Chlupp, West Bend, WI
- June Brown, Madison, WI
- Meg Prestigiacomo, Madison, WI
- Edward DeFrance, Milwaukee, WI
- Anthony Consiglio, Waukesha, WI
- Thomas Duffey, Milwaukee, WI
- Alexander Smith, Milwaukee, WI
- Dan Hawley, Mequon, WI
- Brian Nethery, Mequon, WI
- Stacy Williams, Milwaukee, WI
Congratulations to all our Financial Advisor Teams that made this year’s Forbes Best-In-State Wealth Manager Teams. We value our people and their abilities to provide the best services to their clients. We are proud of our financial advisors and celebrate their success. 2023 Forbes Best-In-State Wealth Management Teams published 1/12/23, data as of 3/31/22.
- The Planning Group of the Northwest - Anchorage, AK
- The Reeg Group - Scottsdale, AZ
- The BCH Group - Denver, CO
- The Wholey Poitras Group - Chicago, IL
- The Angeletti Group - Chicago, IL
- The Matthews Snyder Group - Bloomington, IN
- Main/Gowin/Fischer/Rice Group - Martinsville, IN
- Boren Bernardin Schiff Group at Baird - Evansville, IN
- The Dempsey Fritz Haskell Gerwe Group - Fort Wright, KY
- The Mahurin Group - Bowling Green, KY - The BCJC Group – Cleveland, OH
- DSC Group - Cincinnati, OH
- The Liles Group - Nashville, TN
- Carter Hooper Group - Nashville, TN
- The Hanson Slater Power Group - Seattle, WA
- The Ragen Group - Seattle, WA
- Private Asset Management - Milwaukee, WI
- The ECAB Investment Group - Milwaukee, WI
- The GB Group - Green Bay, WI
- The DDK Group - Milwaukee, WI
- Farley Forster Herbenson Group - Eau Claire, WI
- The Consiglio Osmanski Hienz Group - Waukesha, WI
- The SBS Group - Milwaukee, WI
- Hoch Haldemann Group - Milwaukee, WI
- Mindes Group - Milwaukee, WI
- The Hawley Group - Mequon, WI
Congratulations to our Forbes America’s Top Women Wealth Advisors
Congratulations to all our Financial Advisors that made this year’s Forbes America’s Top Women Advisors. We are proud of our advisors who provide outstanding service to their clients. We celebrate our women advisors for all that they do and for their successes. Published 2/2/23, data as of 9/30/22.
- Gail Bivens-Rose, Sioux City, IA
- Catherine Coleman, Abilene, TX
- Theresa Flemma, New Hartford, NY
- Lori Gervais, Mequon, WI
- Jennifer Haldemann, Milwaukee, WI
- Kimberly Haws Falasco, Akron, OH
- Leah Hoffman, Phoenix, AZ
- Catina Koenig, Edina, MN
- Karen Ogard, Denver, CO
- Nancy Popovich, McLean, VA
- Sarah Power, Seattle , WA
- Margaret Price, Anchorage, AK
- Sarah Springer, Anchorage, AK
- Paisley Dennehy Wessel, Raleigh, NC
- Stacy Williams, Milwaukee, WI
Congratulations to our Forbes Next Gen Advisors
Congratulations to our Financial Advisors that made this year’s Forbes Next Gen Advisors list. These advisors were recognized as being the future of the firm. Here at Baird, we are proud of our Financial advisors and their continued effort to better the future of our firm. Published 8/8/23, data as of 3/31/23.
Next Gen Best in State
- Patrick Feeney, Shiloh, IL
- Loren Snyder, Bloomington, IN
- Kyle Everett, Mishawaka, IN
- David Perigo, Evansville, IN
- Drew Richey, Bowling Green, KY
- Benjamin Hoeger, Columbus, OH
- Brendan Hosty, Cincinnati, OH
- Luke Elders, Kingsport, TN
- Cole Shelton, Dyersburg, TN
- Scott Bartosh, Houston, TX
- Ethan Waterman, Seattle, WA
- Anthony Herbenson, Eau Claire, WI
- Jennifer Roettgers, Waukesha, WI
- Richard Verthein, Waukesha, WI
Congratulations to our Forbes Top Wealth Management Teams
Congratulations to our Teams that made this year’s Forbes Top Wealth Management Teams List. Evaluated by SHOOK research, these Teams demonstrate commitment to their clients and Baird. We are proud of our advisors for achieving this award. Published 11/13/24, data as of 3/31/24.
- Private Asset Management-Milwaukee, WI #20
Congratulations to our Barron’s Top 100 Advisors
Congratulations to our Financial Advisors that made this year’s Barron’s Top Advisors. Being recognized as on of Barron’s 100 top advisors is an incredible achievement. We are proud of our advisors recognized for this award and are grateful for their continued services they provide their clients. Published April 2022, data from December 2020 – December 2021.
Barron's Top 100 Advisors
- Mike Klein – Milwaukee, WI
Barron’s Top 100 Private Wealth Management Team
- The ECAB Investment Group – Milwaukee
Barron’s Top 100 Institutional Consulting Teams
- The Private Asset Management Group - Milwaukee
Congratulations to our Barron’s Top 1200 Financial Advisors
Congratulations to all our Financial Advisors that made this year’s Barron’s Top 1200 Financial Advisors. We celebrate our advisors recognized for this achievement and are proud of the work they do for their clients. Published 3/10/23, data as of 9/30/22
- Jacob Duffy – Scottsdale, AZ
- Dan Foutch – Glasgow, KY
- Mitch Settle – Owensboro, KY
- Elias Hassan – Murfreesboro, TN
- Malcolm Liles – Nashville, TN
- Richard Ashcroft – Houston, TX
- Cameron Ragen – Seattle, WA
- Chris Calvelli – Milwaukee, WI
- Anthony Consiglio – Waukesha, WI
- Philip Dallman – Milwaukee, WI
- David Epstein – Milwaukee, WI
- Michael Klein – Milwaukee, WI
Congratulations to our Financial Planning Top 40 Under 40
Congratulations to our Financial Advisors that made the Top 40 under 40 lists in the following categories. Published 2/1/23, data as of 9/30/22.
Top 40 Under 40
- Will Strong, Seattle, WA #110
- Loren Snyder, Bloomington, IN #17
- Luke Elders, Kingsport, TN #22
- Daniel Palm, Denver, CO #30
- Patrick Feeney, Shiloh, IL #32
Top 40 Regional Brokers Under 40
- Will Strong, Seattle, WA #2
- Loren Snyder, Bloomington, IN #12
- Patrick Feeney, Shiloh, IL #21
- Greg Pauly. Mequon, WI #24
- June Brown, Madison, WI #39
Top 40 Under 40 Overall
- Will Strong, Seattle, WA #11
