Broker Check

A Team Dedicated to Helping You Plan For What’s Next

How We Work

At The Le Clair-Bemis Miller Davis Group, we’re a close-knit team of experienced wealth advisors and dedicated support staff, here to help simplify the complexities of finance. We know the financial world can feel overwhelming—that’s why we focus on making things clear, approachable, and tailored to your life.

With more than 95 years of combined investment experience, we bring both perspective and proven strategies to the table. Whether it’s navigating market headlines or planning for future milestones, we’re here to help you move forward with clarity and confidence.

We follow a disciplined, consultative approach that’s built around your personal goals. From investment management to long-term planning, we align your strategy with what matters most to you—every step of the way.

Our collaborative team model means you benefit from a broad range of expertise, perspectives, and ongoing support. It’s this shared approach that allows us to deliver thoughtful solutions and responsive service, all with your success in mind.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Cory Davis

Director

262-240-3518

cdavis@rwbaird.com

Cory joined Baird in 1990 as an intern and he has enjoyed more than 35 years at the firm. He was recognized as a member of Baird’s 1919 Club in 2019, which honors financial advisors who have reached the significant milestone of $1...
Read more

Nancy Miller

Director

920-803-4434

njmiller@rwbaird.com

Nancy joined Baird as a Financial Advisor in 2011 and has more than 30 years of industry experience. She was recognized as a member of Baird’s 1919 Club in 2021, which honors financial advisors who have reached the significant...
Read more

Jennifer Le Clair-Bemis, CFP®

Senior Vice President

920-803-4444

jleclair-bemis@rwbaird.com

Jennifer is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional. She joined Baird in 2014, and her areas of expertise include financial and estate planning. Prior to Baird, she spent five years working in the supply chain...
Read more

Adam Brotherhood, CFP®

Assistant Vice Presdient

920-803-4431

ABrotherhood@rwbaird.com

Adam is a CERTIFIED FINANCIAL PLANNER® who has been at Baird since 2018. He began his career in the industry following his time managing a small business in Milwaukee. Adam’s interest in helping families with financial planning...
Read more

Jeff Krummel

Senior Client Specialist

262-240-3524

JKrummel@rwbaird.com

Jeff has over 25 years of financial industry experience at Baird. Prior to his current role, he spent seven years at Baird’s corporate office in Milwaukee as a Client Service Representative and Account Transfer Representative and...
Read more

Jenny Buttram

Senior Client Specialist

920-803-4442

jbuttram@rwbaird.com

Jenny became interested in the investment business when she started investing after college. That interest has led to a 23-year career and a great deal of satisfaction from building strong relationships with the clients she's had the...
Read more

Calan Kinnally

Client Specialist

(920) 803-4421

ckinnally@rwbaird.com

Calan joined Baird in 2022 as an associate passionate about providing the best possible service for Baird clients. He started his career in the financial services industry following his time as an administrator in international...
Read more

Grace Satori

Client Specialist

9208034429

gsatori@rwbaird.com

Grace joined Baird in the summer of 2023 as an intern before returning to school to finish her degree at the University of Wisconsin Madison. She graduated form the Wisconsin School of Business with a bachelor’s degree in Finance and...
Read more