Peace of Mind, Beyond Money
From investment management, to financial planning, to managing risk, our wealth management philosophy is built around both simplifying your life and maximizing its potential. Our team has over a combined 40 years of experience and boasts some of the highest recognized designations in the industry. We strive to be the premier wealth management group for individuals and their families, and take pride in building trusting and long-term relationships with our clients. Helping you take care of yourself and your family is our first priority. Through our unique team based approach, you receive the very best from each one of us.
Bull & Baird: When Uncertainty Reigns
What can a recent spring storm tell us about the market's current volatility?
Jim F. Guckenberg, J.D.
Estate Planner
Matt Urbanek, CFP®, CRPC®, CPWA®
Wealth Planner
Mike Burzinski, CPA
Senior Tax Strategist
