Team
Richard DuVal
Managing Director
Relying on his 25 years of experience in the financial industry, Rich is able to deliver expert advice in Retirement Planning, Financial Planning, Customized Portfolio Management while also providing invaluable guidance to numerous...
Chris Holcombe
Assistant Vice President
Chris is pursuing his CERTIFIED FINANCIAL PLANNER™ certification and will help continue our commitment to provide you and your family with the best possible financial guidance. Chris is a graduate of Calvert Hall High School,...
Sharon Martin
Assistant Vice President
Sharon leads client services for the DuVal Group. She is FINRA Series 7 and Series 66 licensed and has worked with the DuVal Group for 13 years. Sharon is usually the first point of contact with the team, and her extensive experience...
Kim Gunther
Client Assistant
Scott Greiner CFP®, AEP®
Sr. Vice President, Manager of Estate Planning
414-298-5955
Tim Steffen, CPA-PFS, CFP, CPWA
Director of Tax Planning
414-298-5955
As Director of Tax Planning for Baird, Tim is responsible for researching, writing and speaking on important tax issues that impact the clients of Baird. This includes topics related to retirementplanning, executive compensation,...
Sascha M. Schreiber, CFP®
Senior Financial Partner, Financial & Estate Planning
Sascha Schreiber is a Senior Financial Planner with the Financial & Estate Planning team at Baird. He is a CFP® professional who works as an extended member of your Financial Advisor’s team providing expertise...
Kathy Blake Carey, CFA
Director of PWM Research & Planning
As Director of Research & Planning for Baird’s Private Wealth Management group, Kathy Carey oversees the Asset Manager Research, Equity Research, and Fixed Income Research teams as well as the Financial & Estate Planning group....
Craig Elder
Senior Fixed Income Analyst
Craig is responsible for providing Fixed Income market and investment strategy to Baird's Private Wealth Management Group. In addition, he provides credit research support for corporate bonds and preferred stocks. He is also...