Meet Our Team
Our team is multi-generational, each with different perspectives, experiences and expertise. This allows us to connect and relate with all clients, no matter their background or generation.
Scott M. Keith, CRC®
Director - Financial Advisor
Scott is a Director, CRC® in Baird's Oconomowoc office. He and his nephew Brett Lange, CFP® , focus on holistic financial planning using a comprehensive strategy that include your values, goals, and experiences with money....
Brett C. Lange, CFP®
Financial Advisor
Born and raised in Lake Country, Brett graduated from UW-Oshkosh in May of 2019 with a Bachelor's Degree in Finance and a minor in Risk Management & Insurance. He was hired at Baird in 2019 and worked downtown Milwaukee at the firms...
Darren A. Boyce
Client Specialist
Darren is the most recent addition to the team as a Client Specialist. Before joining Baird, Darren graduated from the University of Minnesota-Twin Cities in the spring of 2025 with a Bachelor's in Economics. Through multiple...
Extended Team
Matt Urbanek, CFP®, CRPC®, CPWA®
Wealth Planner, SVP
Mike Burzynski, CPA
Senior Tax Strategist
Jim Guckenberg, JD, CTFA
Senior Estate Specialist
Sierra Elleseg, CFP®
Wealth Planning Associate
Laura Ames, JD
Wealth Strategist