As Managing Director, Alex Smith works closely with individuals and families to help them navigate important financial decisions. In his role as the team’s lead investment manager, he oversees portfolio construction, asset allocation, and investment strategy. Alex prioritizes supporting clients when they need it most and providing thoughtful guidance to support their financial future.

Alex joined Baird’s equity research department in 1995, where he developed investment strategies for Baird advisors across the nation and was a member of the firm’s stock selection committee. In 2002, he transitioned to Private Wealth Management, focusing on delivering tailored advice and ongoing portfolio guidance to clients. What stands out most about Baird, he feels, is the culture, camaraderie, and the people.

Prior to Baird, Alex served in the United States military as a Naval Flight Engineer on board a P-3 Orion reconnaissance aircraft and is a Gulf War veteran. His time in the military instilled a disciplined, mission-driven approach that continues to guide his work today. Alex is a member of PATRIOT, Baird’s veteran-focused associate resource group.

Education & Accomplishments

• Bachelor’s degree in Business Administration from Governors State University

• Master’s of Business Administration from Marquette University

• Completed Baird’s Senior Investment Consultant Program at the University of Chicago Graduate School of Business

• Holds Baird’s Private Investment Management® (PIM®) manager designation

• Recognized by SHOOK Research as a FORBES Best-In-State Top Wealth Advisor (2023–2026)**

Community Involvement

• Serves on the board of directors for the Better Business Bureau of Wisconsin and its Finance Committee

• Member of the Veterans of Foreign Wars and the American Legion.

More About Alex

Outside of work, Alex enjoys distance running, hiking, and international travel. Notably, he has completed 13 marathons, including four overseas, and has traveled to six of the seven continents. Alex lives in Milwaukee with his wife Kate and has two adult children.

On Alex’s Bucket List:

Spend a year or two on the road and camp his way across the entire United States visiting as many national and state parks, and historical sites as possible.

*2026 FORBES Best-In-State Top Wealth Advisors published on April 8, 2026. Rankings based on data as of June 30, 2025. Forbes Best-in-State Top Wealth Advisors awards are published annually January – April. Rankings based on data as of June 30 of prior year.

As a Financial Advisor, Theresa specializes in advising high-net-worth and ultra-high-net-worth individuals and families, helping them navigate complex financial decisions with confidence. She brings extensive knowledge in comprehensive financial, estate and tax planning, developing tailored strategies that help clients optimize and preserve their wealth. Theresa believes in a thoughtful, relationship-driven approach and focuses on helping clients grow, protect, and transition their wealth across generations.

Theresa built a strong foundation in financial services before joining Baird, working with First Midwest Bank and Bank Mutual from 1989 to 1997 and Northern Trust and Wintrust from 1997 to 1999. She joined Baird in 1999 and became part of The Forward Legacy Group in 2004. She is acting President of Baird’s Financial Advisor Advisory Council (FAAC) and has taken on many leadership roles during her time at Baird. Theresa has been recognized for her client-first approach and dedication to building lasting relationships, and by SHOOK Research as a FORBES Best-In-State Top Women Wealth Advisor and Top Wealth Advisor.  She is regularly invited to speak on complex financial planning topics at various Baird conferences.

Theresa loves helping others and values building meaningful, long-term relationships and guiding clients through life’s decisions. She appreciates Baird’s people first culture, and truly feels the team is an extension of her family.

Education & Accomplishments

• Bachelor’s degree in Business Management from Ottawa University

• Chartered Retirement Planning Counselor (CRPC®), obtained in 2014

• Recipient of the G. Frederick Kasten, Jr. Award—Baird’s most prestigious honor recognizing an unwavering commitment to clients and community

• Invited attendee, Barron’s Top Women Financial Advisors Summit (2023–2025)

• Recognized by SHOOK Research as a FORBES Best-In-State Top Women Wealth Advisor (2022–2026)*

• Recognized by SHOOK Research as a FORBES Best-In-State Top Wealth Advisor (2023–2026)**

Community Involvement

Theresa is passionate about giving back and has been actively involved in her community over the years.

Highlights include:

• Board President, Milwaukee Animal Rescue Center (2010–2012)

• Big Brothers Big Sisters of Metro Milwaukee – former Big Sister and ongoing supporter (since 2011)

• Money Coach Volunteer, Secure Futures Milwaukee (2016–2017)

• Women & Girls Fund volunteer and sponsor since 2024

More About Theresa

Outside of work Theresa enjoys hiking, kayaking, at her favorite hot yoga class, meditating, or getting lost in a good book. She also loves to travel, especially with her nieces and nephews. She lives in Oconomowoc with her husband, Scott, and their two dogs, Enzo and Mila.

On Theresa’s Bucket List:

Her future travel goals include visiting the remaining U.S. states so she can say she’s been to all 50, as well as exploring the Mediterranean.

*2026 FORBES Top Women Wealth Advisor Best-In-State published on February 4, 2026. Rankings based on data as of September 30, 2025. Forbes Best-in-State Top Women Wealth Advisors awards are published annually January – April. Rankings based on data as of September 30 of prior year.

**2026 FORBES Best-In-State Top Wealth Advisors published on April 8, 2026. Rankings based on data as of June 30, 2025. Forbes Best-in-State Top Wealth Advisors awards are published annually January – April. Rankings based on data as of June 30 of prior year.

Deanne is passionate about helping individuals and families plan for their future with clarity and confidence. Drawing on her experience as a Certified Financial Planner®, she creates thoughtful, personalized financial plans that align with each client’s goals, values, and life circumstances.

Deanne began her time at Baird in 2004 as a Client Specialist and transitioned into her role as a Financial Advisor in 2022. Her time in an administrative role developed a deep understanding of both the technical and personal sides of financial planning. She especially enjoys working alongside clients to map out a path forward, adjust strategies as life evolves, and celebrate key milestones along the way.

Prior to Baird, Deanne worked as a Data Analyst for Buell Motorcycle Company, a former subsidiary of Harley-Davidson. She appreciates being part of an employee-owned firm that prioritizes long-term relationships, community involvement, and recognizing the contributions of its associates.

Education and Accomplishments

• Bachelor’s degree in Business Administration from UW-Whitewater

• Obtained her life and health insurance license in 2007

• Obtained her Certified Financial Planner^® (CFP^® ) certification in 2008

• Awarded Baird's Branch Associate All-Star Award, recognizing her commitment to both clients and peers

Community Invovlement

• Adult Leader & Co-Fundraising Chair for Boy Scout Troop 26 in Big Bend, WI

• Awarded 2025 Family of the Year by the Potawatomi Area Council - South Wind District

More About Deanne

When she’s not working, Deanne enjoys exercising, gardening, reading, traveling, and spending time with family and friends. She resides in Mukwonago with her two children and their Boston Terrier, Boone.

On Deanne’s Bucket List:

Travel to Iceland to explore its natural hot springs and thermal lagoons.

As a Financial Advisor, Ben brings a client-first mindset and a strong foundation in financial planning. A CERTIFIED FINANCIAL PLANNER® professional, he believes financial planning is most meaningful when it’s personal and is passionate about helping clients work toward their goals. Ben particularly enjoys working with younger individuals and families develop financial goals and build their wealth.

Prior to joining Baird, Ben spent five years serving clients at JPMorgan, where he gained valuable experience delivering personalized financial guidance. He moved to Baird at the end of 2025 and officially joined The Forward Legacy Group in 2026. What drew him to Baird is the firm’s employee-owned structure and client-first focus. Supported by the firm’s strong reputation and flexible approach, he delivers thoughtful advice backed by extensive resources and expertise.

Ben’s Education & Accomplishments

• Bachelor of Science in Personal Finance from University of Wisconsin-Madison

• Obtained CERTIFIED FINANCIAL PLANNER® certification in 2023

More About Ben

When he’s not working with clients, you’ll likely find Ben on the golf course, hunting, or cheering on Wisconsin sports. A former Badger football player (2013–2016), he still enjoys staying connected to the program as a member of the National W Club. He’s also a member of the Milwaukee Athletic Club and values any time he can spend up north with family. Ben and his wife, Laney, live in Wauwatosa with their son Tobias and their beloved cockapoo, Millie.

On Ben’s Bucket List

One destination that he’d like to visit someday is Hemer, Germany—a town tied to his family name.

As Associate Financial Advisor, Henry works with individuals and families to deliver thoughtful, disciplined investment strategies designed to align portfolios with their long-term goals. He is dedicated to helping clients make informed, confident financial decisions through a personalized approach, and takes pride in building meaningful relationships that support the growth and preservation of their wealth over time.

Henry began his career in the financial services industry at U.S. Bank in 2021 before joining Baird in 2022 and The Forward Legacy Group in 2024. What he appreciates most about Baird is its strong client-first approach and its culture of continuous learning, which provides the support and flexibility needed to serve clients effectively.

Driven by his focus on investment management, Henry earned the CIMA® designation through the University of Chicago Booth School of Business in 2024. He works closely with clients to support their long-term success.

Henry’s Education & Accomplishments

• Bachelor’s degree in History from the University of Wisconsin–Madison

• Certified Investment Management Analyst® (CIMA®), 2024

• Series 7 and 66 licenses

Community Involvement

• Lake Park Finance Committee

More About Henry

Outside of work, Henry enjoys music, golfing, and spending time outdoors.

On Henry’s Bucket List:

One destination on his list is visiting the Grand Canyon.

As PWM Team Client Service Lead, Emily is responsible for delivering a comprehensive and consistent client experience by overseeing team operations and establishing best practices. She stays involved across all areas of the business, supporting day-to-day operations and building strong client relationships.

Emily joined Baird and The Forward Legacy Group in 2015 and has been an important part of the team’s success since. She echoes the team’s collaborative culture, where clients are treated with care and respect, and team members support one another. She also values the team’s balance, working hard while recognizing achievements and making time for life outside the office.

Education & Accomplishments

• Bachelor’s degree in finance from the University of Wisconsin–Milwaukee Lubar School of Business

• Series 7 and Series 66 licenses

Community Involvement

• Member of Applause, the Fine Arts Booster Club at Brookfield Central High School

More About Emily

Outside of the office, Emily leads an active lifestyle. She enjoys long-distance running and cycling as a member of the Team Wisconsin cycling team, along with reading and spending time with family and friends. Emily lives in Brookfield with her husband, Adam, and their two daughters.

On Emily’s Bucket List:

Complete an Ultra Marathon in the Rocky Mountains.

As a Senior Client Specialist, Chris focuses on providing thoughtful, responsive service to clients. He builds strong relationships to help ensure client needs are met with care and attention to detail, contributing to a smooth and positive experience.

Chris joined Baird in 2011 and became part of The Forward Legacy Group in 2014. He brings more than 20 years of experience in the financial services industry, along with a disciplined, team-oriented approach shaped by his service in the U.S. Army. He remains actively involved in Patriot, Baird’s Veterans Resource Group.

Chris values the team’s collaborative, family-like culture and enjoys helping clients navigate their financial journeys. He also values the strong support he has received from colleagues and clients throughout his career.

Education & Accomplishments

• Bachelor’s degree in Liberal Studies from the State University of New York–Purchase

• Series 7 and Series 63 licenses

More About Chris

Outside the office, Chris enjoys playing tennis, running, and following the New York Yankees. He lives in Fox Point, Wisconsin, with his wife, Kaitlin, their two children, and their golden retriever, Riley.

On Chris's Bucket List:

Travel to Ireland and Germany.

As a Client Specialist, Mary Lee approaches her role with a strong client focus, helping ensure clients feel supported, informed, and cared for throughout their experience with the team. She is passionate about building meaningful relationships, providing responsive service, and making financial information feel clear and approachable.

Mary Lee joined Baird in September 2022 and became part of The Forward Legacy Group in February 2023. Prior to joining Baird, she worked at a boutique investment advisory firm in Milwaukee and spent time working in the hospitality industry overseas. These experiences helped shape her adaptability, creativity, and appreciation for building connections with people.

Mary Lee values Baird’s employee-owned culture and the strong sense of camaraderie across the firm. She especially enjoys collaborating with her colleagues and contributing to a team environment where people genuinely look forward to coming to work each day.

Education & Accomplishments

• Bachelor’s degree in Political Science and Journalism from the University of Wisconsin-Madison

• Series 7 and Series 66 licenses

More about Mary Lee

Outside the office, Mary Lee enjoys staying active outdoors with walking, biking, tennis, and golf. She also loves cooking, reading mystery novels, and watching movies. 

On Mary Lee’s Bucket List:

As a Client Specialist, Ashley supports clients with day-to-day account needs and operational requests. She is dedicated to delivering seamless client experience and values building strong, lasting relationships through consistent communication and attentive service.

Ashley joined Baird in 2023 as an intern with The Forward Legacy Group, where she gained hands-on experience working alongside the team before transitioning into her current role. Prior to Baird, she interned with Hatch Staffing Services, focusing on recruiting efforts for light industrial and clerical positions. She appreciates Baird’s collaborative culture and the firm’s deep commitment to both clients and colleagues.

Education & Accomplishments

• Bachelor of Science in Finance & Applied Investment Management from Marquette University

• Series 7 and Series 66 licenses

More About Ashley

In her free time, she can be found weightlifting, spending time with friends and family, or exploring Milwaukee’s restaurant scene.

On Ashley’s Bucket List:

Ashley hopes to travel internationally, with Italy at the top of her list.

The team’s newest Client Specialist, Cora joined Baird in 2025 and The Forward Legacy Group in 2026, bringing a natural passion for connecting with others and delivering exceptional service. She supports daily administrative operations and plays an active role in planning and executing client events, all while enjoying the opportunity to be part of clients’ meaningful life moments.

Before joining Baird, Cora built a strong foundation in client service through administrative roles with a local court reporting firm and a local nonprofit arts organization. She spent extensive time in the performing arts world, a background that reflects both her creativity and discipline. Cora has a longstanding connection to Baird, having been introduced to the firm’s culture early in life through her family. Today, she values that same close-knit environment and the genuine care shared among colleagues and clients.

Education & Accomplishments

• Bachelor of Arts in Voice Performance from the University of Wisconsin-Milwaukee

• Series 7 and Series 66 Licenses

Community Involvement

• Member of Wishmakers of Wisconsin (WOW), Make A Wish Wisconsin’s young professionals’ group

• Co-Chair of the Event Committee for Cheers for Wishes, WOW’s largest annual fundraiser

More About Cora

Cora is constantly on the go outside of work, spending time outdoors or at the gym, visiting farmers markets, or trying new recipes and wines. She’s an avid traveler and is always looking forward to her next trip. A Milwaukee native, Cora lives in Hales Corners and enjoys spending time with family in Southeast Wisconsin and Washington State.

On Cora’s Bucket List:

Attend the Kentucky Derby and wear a really big hat.