Our Profile
Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.
Our Profile
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...