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Thoughtful Planning, Ongoing Guidance and Integrity in Every Decision


Our mission is to provide every client with big picture assistance, comprehensive financial advice, and customized portfolio allocation delivered with the highest level of honesty and integrity.

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The Baird Way

The Baird Way represents the responsibility that comes with that understanding and our confidence that it brings out our best in everything we do. It is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our Mission: To provide the best financial advice and service to our clients and be the best place to work for our associates.

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Nationally Recognized Workplace

More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry. Many stay their entire careers, enriching our uniquely collaborative culture while helping ensure quality and continuity for our clients.

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Baird Awards & Accolades 

We’re honored to have earned national recognition and a reputation for excellence for the financial advice and services we provide. We know these accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry.

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Community Involvement

Community Involvement

Baird, together with our team, has a long tradition of giving back in our communities. Over the years we have consistently given generously of our time, talents and personal resources to local organizations. 

Congratulations to Jim Galkowski

Congratulations to Jim Galkowski

We are pleased to announce that Jim Galkowski has been recognized as a 2026 FORBES Best-In-State Wealth Advisor for three consecutive years (2024-2026).

Jim's commitment to Baird's client-first philosophy, teamwork, and service earned him this best-in-class recognition. 

Recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor. Published on 4/7/26, 4/8/25, 4/3/24. Rankings as of June 30th of the prior year.

Meet Our Team

Jill M.  Roux

Jill M. Roux, CTFA® WMCP®

Assistant Vice President | Senior Client Specialist

507-405-3851

Ann Haase

Ann Haase

Assistant Vice President | Senior Client Specialist

507-405-3853

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