Expert Team

In order to take a comprehensive evaluation of the entire range of your financial needs, we have a team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas. Our team of specialists evaluates all aspects of your financial situation and devises appropriate financial solutions.

Ben Koemptgen

Client Specialist

952-838-8089

bkoemptgen@rwbaird.com

Ben’s interest in the market and investments began early—at age 10. He was fascinated by the idea of buying, owning, and selling a thing you would never see or touch. He wanted in. This interest persisted, and in high school he bought...

Carson Jones, CIMA^®

Director, Associate Financial Advisor

952-838-8067

crjones@rwbaird.com

If you’d stopped Carson on the campus of St. Olaf College in 2008 to ask about his future plans, he’d have told you he’d probably work at a bank. Then, he would’ve politely excused himself to head to baseball practice. After growing up...

Catina Koenig, CPWA^®

Managing Director, Financial Advisor

952-838-8065

ckoenig@rwbaird.com

Catina began her career in the financial services industry as a sales assistant in 1999 — despite her best efforts to talk Ken Smith out of hiring her. Luckily, he didn’t listen. Ken saw something in Catina that she did not see in...

Craig Elder

Fixed Income

Craig Elder is a Senior Fixed Income Analyst, a role in which he provides fixed income market and investment strategy to Baird's Private Wealth Management Group. He provides credit research support for corporate bonds, municipal bonds...

Erica Kroll, CLU^®

Insurance

Erica Kroll joined Baird in 2003 and has over 14 years experience in the financial services industry. As the Insurance Specialist for Baird Insurance Services, Erica supports Baird Financial Advisors in insurance planning concepts from...

Laura Thurow, CFA^®

Executive Director of Wealth Solutions and Operations

Laura Thurow is Executive Director of Wealth Solutions and Operations for Baird’s Private Wealth Management (PWM) business. In this role, she is responsible for the people, platforms and back office services that support...

Laura Ames

Wealth Strategist, JD

Laura Ames is a Wealth Strategist based out of Baird’s Milwaukee, Wisconsin office. Part of Baird’s Private Wealth Management Group, Laura works with Financial Advisors to help clients meet their long-term wealth management and family...

Melanie Schmieding, CTFA

Director of Baird Family Wealth

As Director of Baird Family Wealth, Melanie is responsible for the development of HNW and UHNW solutions and resources within Baird Private Wealth Management supporting advisors and their clients. She is passionate about developing...

Michael Antonelli

PWM Market Strategist

Michael Antonelli, is a Market Strategist for Baird Private Wealth Management. He educates clients and encourages clients through his writing, events and media to focus on why they started their investment journey, and not to solely...

Rick Holman, J.D. CFP^®, CLU^®

Estate Planning

Rick is a Senior Estate Planner for Baird’s Private Wealth Management group based in Dallas. In this role, he works with clients, along with their Baird financial advisors and other professional advisors, to promote the benefits...

Ross Mayfield, CFA

Investment Strategist

Ross Mayfield, CFA®, is an Investment Strategist for Baird Private Wealth Management. He provides financial education designed to help clients reach their goals, be it through investment strategy and equity research content, or through...

Scott Grenier, CFP^®, AEP^®

Manager of Financial and Estate Planning

Scott Grenier is a Manager of Financial and Estate Planning for Baird’s Private Wealth Management group. In this role, he works with clients and their Baird financial advisors on business succession, tax and estate planning strategies,...

Shawna Hurst, CRPC®

Vice President

952-838-8061

shurst@rwbaird.com

Shawna has spent more than two decades in financial services, but it’s no secret that she’s not in it for the money. For Shawna, finances have never been nearly as interesting as the people themselves. So what she lacks in fondness for...

Teresa Mattson

Assistant Vice President | Senior Client Specialist

952-857-5523

tmattson@rwbaird.com

Teresa joined Baird in 2006 and has been a critical component of the organization and leadership of the office. With more than a decade of wealth management experience, she brings a thorough understanding of the team's unique...

Tim Steffen, CPA/PFS, CFP®, CPWA®

Director of Advanced Planning

As Director of Advanced Planning for Baird, Tim is responsible for researching, writing and speaking on important planning issues that impact the clients of Baird. This includes topics related to retirement and estate planning, tax law...

Robert W. Baird & Co. Incorporated. Please visit our website at rwbaird.com for important information and disclosures.
“Baird” is the marketing name for Robert W. Baird & Co. Incorporated and several of its subsidiaries and affiliates worldwide.
Robert W. Baird Limited (RWBL) and Baird Capital Partners Europe Limited (BCPE) are authorized and regulated in the U.K.
by the Financial Conduct Authority (registered numbers are 124308 and 150154, respectively). RWBL and BCPE have approved
this information for distribution in the U.K. and Europe. 1 As of December 31, 2021. 2 Financial results do not reflect the consolidation of certain private equity partnerships.
³Greenwich Associates’ 2021 surveys of North American Equity Investors. Surveys conducted with 95 small-cap and mid-cap fund managers, 138 generalist portfolio managers and 236 traders. Rankings for qualitative metrics based on leading research firms in surveys. 4 Based on number of issues each year since 2009, according to Ipreo MuniAnalytics and Thomson Reuters.
To learn more, call 800-79-BAIRD in the United States or +44 (0)20 7488 1212 in Europe, or visit us online at rwbaird.com. Trust services are provided by Baird Trust Company.
©2022 Robert W. Baird & Co. Incorporated. Member SIPC. First use: 4/2022. MC-832851. #1200.36