Ron is a Wealth Planner and Vice President in the Wealth Solutions Group, having joined Baird in August 2024. He has been in the financial services industry for 29 years, with the past 10 years focused on wealth planning. Ron holds the Certified Financial Planner™ (CFP®) designation and is considered an expert in personal finance.
Prior to joining Baird's Wealth Solutions Group, Ron served as Regional Director of Managed Money and Financial Planning at Prudential, where he was responsible for Iowa and Wisconsin. Before that, he was Senior Financial Planner at Annex Wealth Management, where he led the firm's retirement planning efforts. Ron earned a Bachelor of Science degree in Marketing from Marian University.
Ron resides in Whitefish Bay with his wife, Chris; their two children, Max and Maggie; and their dogs, Jellyfish, a Chiweenie, and Chloe, a Maltese. In his free time, he can often be found on the fairways of Milwaukee County golf courses or cheering on the Kansas City Chiefs on Sundays.
Ron is proud to be part of Baird. The firm's commitment to investing in its associates and maintaining a fiduciary approach with clients aligns closely with his personal values. Employee ownership is especially important to him, as it gives everyone at the firm a stake in clients' success. He believes it reinforces the shared values of honesty, integrity, and an unwavering commitment to putting clients first—always.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.