How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Hollie Nelson
Director
262-631-5050
"An investment plan doesn't have to be complicated to be good. I make sure my clients understand their investments, and as a result, they feel more comfortable and confident." - Hollie Nelson Qualifications Hollie joined Baird in 1998,...
Amanda Goelz
Financial Advisor
Amanda is a graduate of the University of Wisconsin – Whitewater with a degree in Psychology. She later earned her MBA with an emphasis in Finance from the same school. Amanda has worked in the Financial Service industry for...
Sarah Borchardt
Client Specialist
Extended Team
Dennis Weishan
PWM Technology Solutions Director
Jeannette Haen
Vice President, Investment Products Consultant- Education Planning
Scott Grenier, CFP®, AEP®
Manager, Tax & Estate Planning
