Broker Check

Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Our Practice

Our Practice

We create strategies that are tailored to your needs and goals.

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Our Team

Our Team

Years of experience have prepared us to guide you through your life transitions.

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About Baird

About Baird

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Waukesha

N17 W24222 Riverwood Drive
Suite 240
Waukesha, WI 53188

262-523-5659

COHJgroup@rwbaird.com

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Barron’s 2026 Top 1,500 Financial Advisor published on 3/20/26. Rankings based on data as of September 30, 2025. 2026 FORBES Best-In State Wealth Advisors. Published 4/7/26, rankings based on data as of 6/30/25. 2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25. 2025 Forbes Shook Research Best-in-State Wealth Management Teams. Published January 9,2025, rankings based on data as of March,31 2024. 2024 Forbes Best in State Wealth Advisor award. Published on April 3, 2024. Rankings based on data as of June 30, 2023. 2023 Forbes Best in State Wealth Advisor award. Published on April 4, 2023. Rankings based on data as of June 30, 2022. 2023 Forbes Best-in-State Wealth Management Team recognition by Forbes/Shook Research. Published on January 12, 2023. Rankings based on data as of March 31, 2022.  2024 Forbes Best in State Wealth Management Team recognition by Forbes/Shook Research. Published on January 9, 2024. Rankings based on data as of March 31, 2023.