Our Team

June H. Brown

Director - Financial Advisor

602-224-4944

608-830-3577

jbrown@rwbaird.com

Tyler Schroeder

Vice President - Financial Advisor

608-830-3512

602-224-4944

tjschroeder@rwbaird.com

Wes Hopkins

Senior Client Specialist

(480) 624-4964

whopkins@rwbaird.com

Dylan Shendell

Assistant Vice President - Client Specialist

(602) 224-4965

DShendell@rwbaird.com

Leah Mork

Client Specialist

608-252-5723

lmork@rwbaird.com

Amiri Johnson

Client Specialist

(602) 224-4924

amijohnson@rwbaird.com

Our Extended Team

Scott Grenier, AEP®, CFP®, CAP®

Manager, Tax & Estate Planning

Timothy Steffen, CPA/PFS®, CFP®, CPWA®

Director of Advanced Planning

Our team approach adds perspective to all we do and provides increased benefits to our clients.

How We Work

The Brown Schroeder Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. We embrace Baird’s corporate culture, beliefs and business practices. We believe character counts.

We believe the best financial advice is the result of expertise, teamwork and commitment.
We believe in listening carefully and attentively to understand our clients’ financial needs and objectives.
We are committed to providing direction and meaning to our clients’ financial decisions.
We believe in developing long-term client relationships based on mutual trust and ongoing communications.
We believe in partnerships. Partnerships with clients and other professionals inspire us to work harder and smarter every day.
We work daily to earn and maintain our clients’ trust and welcome the opportunity to help plan your financial future.

Find out about the client-focused service for which Baird is so well known.