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| Our Team
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414-765-7095
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Christopher G. Didier, CFA Managing Director, has over 21 years of experience in the financial services industry and has been recognized by Worth magazine as one of the nation’s top wealth advisors. Chris received a B.S. in Education from the University of Wisconsin and his MBA from the University of Chicago. He is a CFA charter holder and a member of the CFA Institute, the Investment Management Consultants Association and the Milwaukee Investment Analysts Society.
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414-298-7396
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Edward H. DeFrance, CFA, CPA, CAIA Senior Investment Consultant, has over 21 years of experience in the investment and financial planning industry. Prior to Baird, Ed was a senior manager in Deloitte & Touche’s Investment Consulting Services group and was a manager in Arthur Andersen’s Investment Advisory Services division. He received a B.A. in Economics from the University of Illinois and a B.S. in Accounting from Illinois State University. He is a CPA, a CFA charter holder, a CFP® professional, and holds both the Personal Financial Specialist and Chartered Alternative Investment Analyst designations.
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414-298-7434
dklenke@rwbaird.com |
David A. Klenke, CFA, CPA Senior Investment Consultant, has over 19 years of experience in the investment and financial planning industry. Prior to Baird, Dave was a senior manager in Deloitte & Touche’s Investment Consulting Services group where he was a member of their National Investment Policy committee, and was a manager in Arthur Andersen’s Investment Advisory Services division. Dave received a B.S. in Accounting from the University of Wisconsin. He is a CPA, a CFA charter holder, and a CFP® professional. |
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414-298-2462
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Denise M. Davis Operations Specialist, has over 15 years of experience in the investment and financial planning industry. Prior to Baird, Denise was a financial analyst at Thomas Financial in Tampa, Florida. She has a B.S. in Business Administration and a minor in Mathematics. |
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214-373-2974
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John Mockovciak, III Managing Director, has over 34 years of experience in the financial services industry and has been recognized by Barrons Magazine as one of the nation's top Financial Advisors. Working with business owners and families, John takes an objective view to investing, and works closely with clients to uncover goals and lay out a long-term plan for the future. John assists clients in making asset selections based on their long-term plan by leveraging an entire team of specialists. |
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414-298-7796
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Thomas J. Duffey, JD Financial Advisor, has over 30 years of experience in the financial planning industry. Prior to Baird, Tom was with Cedar Street Advisors as a vice president and senior client advisor where he was an advisor to affluent families within a multi-family office structure. For 24 years Tom served client families in the traditional practice of law as a shareholder in Duffey Law Office, S.C. concentrating on matters involving wealth creation, realization and succession, estate planning, taxation and corporate formation. During such tenure he was also a founding shareholder of Portfolio Concepts, Inc., a portfolio management education provider. Tom is a graduate of Marquette University where he earned a bachelor of science in economics with honors. He earned his JD from Marquette University Law School and is an active member of the State Bar of Wisconsin. |
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414-765-3893
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Jaclyn M. Eisenhauer Analyst, has over 4 years of experience in the investment and financial planning industry. She received a B.B.A. in Finance and Insurance from the University of Wisconsin. Jacki has successfully passed all three exams in the CFA Program. |
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414-298-6033
juecker@rwbaird.com
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John H. Uecker, CFA, CPA Analyst, has over 11 years of experience in the financial services industry. Prior to Baird, John was an analyst and registered investment advisor with an independent investment advisory practice and was a manager within PricewaterhouseCoopers’ Investment Management Assurance group. He received a B.A. in both Economics and Accounting from the University of St. Thomas. John is a CPA and a CFA charter holder. |
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414-298-1033
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Cassandra L. Meyer Junior Analyst, has over 5 years of experience in the investment and financial planning industry. She received her B.A. in Finance and Business Economics as well as her MBA from Marquette University.
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