Alan Redell, CFP®
Vice President, Financial Advisor
A native of Hartland, Wisconsin, Alan graduated from the Royal Melbourne Institute of Technology in Melbourne, Australia with a business degree in Logistics Management and a Minor in Marketing. He prolonged his stay in Australia to...
Monique Castillo
Branch Administrative Supervisor, Client Specialist
As the Branch Administrative Supervisor, Monique provides exceptional client service and operational portfolio management support for Alan Redell. She joined Baird in September of 2022 after working eight years as the business and...
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Extended Team
Matt Urbanek, CFP®, CRPC®, CPWA®
Wealth Planner
James Guckenberg, JD, CTFA
Senior Estate Specialist
Michael Burzynski, CPA
Tax Strategist
Laura Ames, JD
Wealth Strategist
Timothy M. Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning