West Bend, Wisconsin, United States
As a CFP® and Director with The Chlupp & Hall Group at Baird, I help successful, family-oriented individuals steward their wealth with clarity, confidence, and purpose. Our mission is simple yet powerful: to help family-oriented people with the stewardship of their wealth. Through a proprietary client review process, we guide families in defining goals, addressing operational needs, enhancing tax efficiency, optimizing investments, and preserving legacies across generations. Every strategy we design is rooted in trust, transparency, and a deep understanding of what matters most to our clients. Backed by Baird’s 100+ year history of integrity and excellence—and its recognition as one of Fortune’s 100 Best Companies to Work For® for 22 consecutive years—we combine world-class resources with a boutique approach to deliver personalized solutions in: Comprehensive wealth planning Investment management Tax and estate strategies Legacy and philanthropic planning If you value a partner who prioritizes your family’s financial peace of mind and long-term success, let’s connect.
I joined Baird in 1997 and have gained extensive experience in multiple areas of the firm. Originally hired as a financial officer in the Waukesha office, I worked alongside a senior advisor and was responsible for prospecting for new clients and servicing a large book of business. I then joined the Corporate and Executive Services Department at Baird’s headquarters and focused on helping high net worth families exercise stock options and execute Rule 144 sales. I was able to play an instrumental role in the education and implementation of Baird’s exchange fund program. Since its inception in 1999, I have helped place over $100 million of concentrated stock into the program. In 2004, I earned my CERTIFIED FINANCIAL PLANNER™ certification and then transitioned to the financial planning department where I worked alongside a talented team including a CPA and Estate Planning Attorney to produce hundreds of financial plans for Baird’s top clients. It was there that I gained valuable experience in creating and presenting customized financial plans for wealthy families focusing on the following areas: • Probability of Success in Retirement • Retirement Income Planning • Wealth Transfer Strategies • Insurance Efficiency Study • Hedging and Monetization of concentrated stock I then joined the Chlupp family practice in 2006 to form the Chlupp & Hall Group. My primary role is to customize comprehensive financial plans for clients of the Chlupp & Hall Group. I believe that the plans we build are “living and breathing” documents that need to be continuously updated as families enter different stages of life. The Chlupp & Hall Group is the most valuable to its clients when an unexpected event or tragedy has occurred. During that time the group is in the best position to steer the family through a difficult period of time.