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Customized for You

Customized for You

The Apex Group believes it is vital for investment decisions be made within the framework of a clearly defined investment philosophy by using a highly disciplined and consistent investment management process. Each client's return requirement, risk tolerance, and investment time horizon are assessed in the planning process to determine the appropriate asset allocation and asset selection. The team's primary objective is to minimize risk first, then to achieve a reasonable rate of return within the given risk parameters.

To learn more about how the Apex Group works with clients, please contact us.

Meet Our Team

Roger Klumb

Roger Klumb, CFP®

Financial Advisor

414-298-1728

RKlumb@rwbaird.com

Roger is primarily a fee-based financial advisor. He specializes in working with individuals who are nearing retirement. Roger enjoys personally creating and implementing financial plans for his clients. Through this process his...
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John Richards

John “J.R.” Richards, AAMS®

Financial Advisor

414-765-3542

JRichards@rwbaird.com

J.R. focuses on wealth planning and portfolio construction. J.R. earned a bachelor’s degree in Finance from Marquette University and holds Series 7 and 66 securities licenses. He has earned the professional designation of...

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David Thuli

David Thuli, CFP®

Financial Advisor

414-298-2612

DThuli@rwbaird.com

David A. Thuli is a Director, Financial Advisor, and brings more than 20 years of experience to Baird. Prior to joining the firm, Dave worked at Morgan Stanley. Prior to Morgan Stanley, he worked at AG Edwards where he started his...
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Charles Fry

Charles Fry

Financial Advisor

414-765-3596

CFry@rwbaird.com

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...
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Alexandra Spangler

Alexandra Spangler, CFP® CDFA® 

Financial Advisor

414-298-5290

ASpangler@rwbaird.com

Alexandra is a Financial Advisor and is a CERTIFIED FINAINCAIL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™. She has a passion for educating people on financial literacy, especially women, minorities, and the next...

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Charles

Charles "CJ" Jessup, CFP®, EA

Associate Financial Advisor

414-298-7731

CJessup@rwbaird.com

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...
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Michelle Hernandez

Michelle Hernandez, CFP®

PWM Team Client Service Lead

414-298-6232

MHernandez@rwbaird.com

Michelle earned her bachelor’s degree in business administration from the University of Wisconsin-Green Bay with a minor in accounting. She currently holds her FINRA Series 7 and 66 securities licenses and is a CFP®...

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Alise Lemieux

Alise Lemieux, CFP®

Senior Client Specialist

414-765-3904

ALemieux@rwbaird.com

Alise joined Baird as a Client Specialist in 2015. She double-majored in accounting and finance from the University of Wisconsin-Milwaukee, graduating in 2010 with magna cum laude honors. She went on to complete her master’s...

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Linda Davis

Linda Davis

Client Specialist

414-765-1464

LDavis@rwbaird.com

Linda has 40 years of experience in the financial services industry, where for the past 25 years she has been a Client Specialist with The GRK Group. As an invaluable member of the team, Linda has worked many facets of the industry and...
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Lauren Szolyga

Lauren Szolyga

Client Assistant

+14147921289

lszolyga@rwbaird.com

Lauren joined Baird in January of 2025 as a part of the Client Specialist Essentials program and joined the team in October of 2025 as a Client Assistant. She graduated from Minnesota State University - Mankato in December of 2022 with...
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Morgan VanderMissen

Morgan VanderMissen

Client Specialist

(414) 765-3771

mvandermissen@rwbaird.com

Morgan joined Baird in May of 2024 as a Private Wealth Management Intern with the Apex Group. She graduated from the University of Wisconsin-Milwaukee in May of 2025, with a BBA in Finance & Human Resources. Following graduation,...
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Baird Experts

Experts

Jamie Awe

Jamie Awe

Senior Annuity Consultant

Jamie joined Baird in 2008. His primary duties include managing the relationships with the insurance company partners, evaluating existing annuity contracts and providing product expertise on today’s insured solutions.Prior to...

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Scott Grenier

Scott Grenier

Manager of Tax & Estate Planning

Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently the Manager of Financial & Estate Planning for Baird’s Private Wealth Management Group.Prior to joining Baird in 2010, Scott was responsible for providing...

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Erica Kroll

Erica Kroll

Insured Solutions Consultant

Erica Kroll joined Baird in 2003, where she is responsible for supporting Baird Financial Advisors and their clients with their insurance based planning needs. By working through the Baird Wealth Management process in a consultative...
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