Meet The Instructors
Roger Klumb, CFP®
Roger is primarily a fee-based financial advisor and specializes in working with individuals who are nearing retirement. Roger enjoys creating and implementing financial plans for his clients to help them go into retirement with confidence. Since 2008, he has been providing clients with comprehensive wealth management solutions. Roger is also a CERTIFIED FINANCIAL PLANNER™.
Roger is active within his local Alumni association, the American Heart Association, Lions Club International, and the Sharon Lynne Wilson Center for the Arts. He is a Wisconsin native and an avid Badgers fan. He enjoys spending time with his family, the outdoors, golfing, and a variety of other sports. Roger lives in Pewaukee with his wife, Brittany, and their three sons.
Alexandra Spangler, CFP®, CDFA®
Alexandra is a Financial Advisor and is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™. She has a passion for educating people on financial literacy especially women, minorities, and the next generation.
She believes in a holistic approach to personal finance and emphasizes the importance of planning beyond investing. She enjoys crafting investment portfolios custom to her client's needs and goals that are constantly evolving through the relationship.
As a former Division I athlete, Alex's dedication, work ethic, and energy bring a unique element and edge to The Apex Group. Originally from the East Coast, she attended Bryant University where she obtained her Bachelor of Business Administration (BBA) and Master of Business Administration (MBA). She is active in the community and is most affiliated with Big Brothers Big Sisters in Milwaukee. In her free time, she enjoys outdoor activities like running, snowboarding, and mountain biking and loves to travel.
Charles "CJ" Jessup, CFP®, EA
Charles “CJ” Jessup is a CERTIFIED FINANCIAL PLANNER® and most recently earned his Enrolled Agent (EA) designation. His four years with and leading Baird’s Wealth Planning Team prior to joining the Apex Group afforded him the opportunity to build a strong planning skill set and significantly grow his expertise and experience.
CJ was born and raised in the west suburbs of Milwaukee. Outside of work, he coaches for the Shorewood Junior Greyhounds youth boys’ basketball program and the nationally recognized Wisconsin Playground Club’s AAU boys’ basketball program. He is an avid reader, golfer, and lifelong Milwaukee Bucks fan.
Charles Fry
Charles focuses on financial planning, portfolio construction, and qualified plan advisory. Charles values an individualized approach to every client, and emphasizes a highly engaged, high quality customer service experience.
Charles earned a bachelor’s degree in economics from Indiana University and holds a Series 7 and 66 securities licenses. He and his wife Abby reside in Pewaukee with their two daughters Sylvia and Mila where they enjoy an active lifestyle with an emphasis on athletics, outdoor activities, and travel.
Sulay Ringwala, CFP®, CPWA®, CDFA®
Sulay R. Ringwala has been with Baird since 2012, bringing a wealth of experience in guiding families through their financial journeys. With a deep-seated passion for investments and a commitment to helping others, Sulay excels as a financial planner who coaches clients through critical life transitions and ensures they make sound financial decisions.
Holding certifications as a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Private Wealth Advisor (CPWA®), and a Certified Divorce Financial Analyst (CDFA®), Sulay is well-equipped to evaluate complex financial situations and craft personalized financial strategies. His expertise is further supported by his FINRA licenses 7 & 66.
Before joining Baird, Sulay earned his Bachelor’s Degree in Industrial Engineering from the University of Wisconsin – Madison. A proud Badger alumnus, he has served on the board of the Atlanta Chapter of the University of Wisconsin Alumni Association. Originally from Oshkosh, Wisconsin, Sulay enjoys spending his free time with family and friends, playing tennis, and attending sporting events.