Meet Our Team

Our team delivers holistic financial guidance that charts a clear path to success while ensuring you can enjoy your life today. We bring together diverse skills to serve as your trusted advisor and personal CFO, supporting you at every step to achieve your most ambitious goals. Our strategies are tailored to align with your personal values, ensuring your financial goals reflect the financial and family matters that mean the most to you.

Allen Campbell

Managing Director, Family Wealth Advisor

715-552-3540

715-552-3550

acampbell@rwbaird.com

Chris Harvey, CFP®, CPA

Family Wealth Advisor

715-552-3503

715-552-3550

charvey@rwbaird.com

Sam Johnson, CFP®

PWM Financial Planner

715-552-3504

715-552-3550

smijohnson@rwbaird.com

Danielle Metcalf

Branch Administrative Supervisor

715-552-3540

715-552-3550

dmetcalf@rwbaird.com

Maci Barabas

Client Assistant

715-552-3541

mbarabas@rwbaird.com

Our Extended Team Of Experts

We don’t just rely on our internal team to support clients — we also have a network of specialized experts ready to help. Their deep knowledge and experience ensure we can provide tailored advice and exceptional service, no matter the challenge.

Tim Steffan, CPA/PES, CFP®, CPWA®

Director of Advanced Planning

Melanie Schmieding, CTFA

Director of Baird Family Wealth

Matt Weith, J.D., CFP®

Vice President Senior Trust Strategist

Laura Ames, J.D.

Wealth Strategist

Jim Guckenberg, J.D.

Estate Planner

Jason Spitz

Director, Business Owner Solutions

The Team Around the Team

It’s our job to ensure that no matter what the future has in store, you can pursue what matters most to you with confidence. And we’re not doing it alone – we have access to a full range of in-house wealth management experts who are just as committed to your success as you are.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.

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