Meet the team
We are more than the people you turn to for financial advice.
We're parents, spouses, sons and daughters. We're early risers and night owls, weekend athletes, travelers, and lifelong learners.
We're planners by nature and listeners by choice. Numbers matter, but people matter more. We believe the best financial advice starts with understanding your experiences, aspirations, concerns, and values. By listening first, we are able to create recommendations that support the life you want to live—not just the portfolio you want to build or the taxes you want to minimize.
Above all, we're people who understand that life does not happen in neat, predictable lines, and neither do financial decisions.
We have experienced many of the same balancing acts: careers and family, aging parents and growing children, today's priorities and tomorrow's goals. That perspective shapes how we show up for you—with empathy, thoughtfulness, and a genuine interest in your story.
This is about partnership, trust, and helping you move forward with confidence.
Andrew Seiler, CFP®, CPA, QPFC
Financial Advisor
Ann Treml-Olson, CFP®
Financial Advisor
With Ann Treml-Olson as your personal advisor and financial expert, we invite you to start your own journey towards financial success and the freedom to live the life you want.
Terrie Engel
Client Assistant
A Wealth of Experience Terrie joined Baird in 2001. Terrie strives to exceed clients' expectations and make their experience working with Baird exceptional. As a team, your financial advisors and Terrie are dedicated to help you reach...
Karanveer Nagpal, WMCP®
Client Specialist
Adaptive Experience Karanveer joined Baird in the Spring of 2024 and is the newest addition to our team. He is not only one of the first points of contact for clients but as a fully licensed client specialist, he can also act as an...