A Team Dedicated to Helping You Plan For What’s Next
We’re a disciplined and seasoned team of wealth advisors and support staff that strive to make the complexities of finance simple and understandable. Our goal is to help you lead a confident and independent life with the help of time-tested solutions to both anticipate and interpret financial headlines.
The team has over 150 years of investment experience guiding clients like you. Our team encompasses a comprehensive wealth management process to provide an efficient and consultative strategy focused on your personal goals.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Cory Davis
Director
A Wealth of Experience Cory joined Baird in 1990 as an intern and he has enjoyed more than 30 years at the firm. He is recognized as a member of Baird’s 1919 Club, which honor financial advisors who have reached the significant...
Nancy Miller
Senior Vice President
A Wealth of Experience Nancy joined Baird as a Financial Advisor in 2011 and has more than 25 years of industry experience. Prior to joining Baird, she provided business and financial planning solutions to business owners at her own...
Jennifer Le Clair-Bemis, CFP®
Vice President
A Wealth of Experience 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...
Adam Brotherhood, CFP®
Associate Financial Advisor
Adam joined Baird in February 2018 and is a CERTIFIED FINANCIAL PLANNER™®. He began his career in the industry following his time founding and managing a small business in Milwaukee. Adam’s interest in investing...
Jeff Krummel
PWM Team Client Service Lead
Jeff is a Senior Client Specialist and has over 20 years of financial industry experience. Prior to his current role, he spent eight years at Baird’s corporate office in Milwaukee as a Client Service Representative and Account...
Calan Kinnally
Client Assistant
Calan joined Baird in 2022 as an associate who is 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...