Rick has over 30 years’ experience providing financial advice and managing investment portfolios for individuals, families, trusts and foundations. He has spent his entire investment career in private wealth management at Baird. Before joining Baird, he practiced corporate law at Morrison & Foerster, a global law firm based in San Francisco. Rick is a summa cum laude graduate of Yale College with a juris doctor degree from Yale Law School.

Tom has spent his entire career in private wealth management at Baird, with over 35 years of experience providing financial advice and managing investment portfolios for individuals, families, trusts and foundations. Tom graduated from Marquette University where he was awarded the Marquette Scholarship to study economics. He earned an MBA from the University of Wisconsin-Milwaukee and taught managerial economics in the School of Business. While there, he was elected to the Beta Gamma Sigma society for academic excellence.

TJ has over 15 years’ experience providing financial advice to institutions, individuals, families, trusts and foundations. Before joining Baird, he spent 8 years at Citigroup, in New York City as an investment banker and then on the equity sales desk in in Chicago, calling on mutual funds, hedge funds and other asset managers. TJ joined Cudahy Linn in 2019. He graduated with a bachelor’s degree in finance and marketing from Marquette University.

Ted is new to the team, having served in the United States Marine Corps as an attack helicopter pilot for nearly a decade. Ted earned an MBA from the UCLA Anderson School of Management in 2021, finishing first in his class. He earned a BS in Finance in the Applied Investment Program at Marquette University in 2012.

Prior to joining Baird in 1984, Randy was a high school teacher, an experience that has served him well as he educates clients regarding their financial situations and opportunities. He now has over 40 years of experience providing advice and guidance through a wide variety of economic and market cycles.

Randy received his bachelor of science degree from the University of Wisconsin-Stevens Point. He has also earned the CERTIFIED FINANCIAL PLANNER^® certification, which is maintained in good standing by fulfilling ongoing continuing education requirements.

A lifelong resident of the Milwaukee area, Randy now lives in Mequon with is wife, Julie. They have two children, Rachel and Nick. In his free time he enjoys snow and water skiing, boating, golfing and tackling projects around the house.

Jackie has been at Baird for over 25 years and has been the senior client specialist on the team since its inception in 2004.

Andrew has been with the team and Baird since 2021 and has prior experience in wealth management support at both Refinitiv and J. P. Morgan. He earned a BS in Finance from the Carroll University.

Maria has been with the team and Baird since 2024, bringing experience from roles in non-profits and graphic design. She earned a BA in Accounting from Ave Maria University.