Plan Today, Retire Confidently—Your Path to a Secure and Fulfilling Retirement.

Ross transitioned to Baird Private Wealth Management in Oconomowoc in 2018 after a 25 year career as an Institutional Equity Sales Trader with Baird. From June 1993 to 2018 he serviced many of Baird’s largest Institutional clients in the Midwest and New York territories. He delivered research content to Baird clients while providing best execution through various exchanges and platforms.

His approach is to build a strong relationship with the client, determine their needs and provide financial solutions for their long term future. Putting clients first and giving his clients the best service possible is his goal.

Ross attended the University of Wisconsin - Madison where he earned his bachelor’s degree in Finance. He resides in Oconomowoc with his wife, Lisa, and their three children, Sarah, MaryClaire and Jacob. Ross enjoys fishing, hunting, golfing, spending time with his family and coaching youth sports. He is a member of St. Jerome Parish and led the fundraising efforts for Oconomowoc High School's Rux Football Stadium.

Zach Arndt, CFP® is the Branch Manager of Baird’s Oconomowoc office and a dedicated member of the Duchow Kopfer Place Group, where he helps families achieve their financial goals through thoughtful, comprehensive planning. He brings a decade of industry experience, including leadership roles at Baird’s headquarters, which shape his holistic, relationship‑driven approach to serving clients.

As a CERTIFIED FINANCIAL PLANNER™ professional, Zach partners with families to understand what truly matters to them and builds customized strategies designed to support their priorities over the long term. His passion for problem‑solving and genuine commitment to service guide his work every day.

Zach holds a B.S. in Finance and Economics from the University of Wisconsin–La Crosse and has completed graduate‑level coursework in Behavioral Finance at Creighton University, adding depth to his understanding of how personal decision‑making impacts financial outcomes.

A lifelong member of the Lake Country community, Zach lives in Merton, WI with his wife, Amanda, and their son, Bennett. He is actively involved in several nonprofit organizations, including Make‑A‑Wish Wisconsin and the Pabst Farms YMCA. Outside the office, Zach enjoys spending time in the yard, gym, and kitchen. The Arndt family shares a special love for all things Walt Disney World.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Kristen joined Baird in 1999. She built her career from the ground up and knows the business inside and out. She is responsible for client requests, administrative services, and account maintenance. She is dedicated to providing clients with a high level of customer service and an unparalleled customer experience.

Background

Kristen attended the University of Wisconsin – Milwaukee, where she earned her Bachelor’s degree in Organizational Administration while double minoring in Economics & Communications. She also holds the FINRA Series 7 and 66 licenses along with her Wisconsin Life and Health insurance license.

Personal

Kristen volunteers at her church and at her son's school. She resides in Oconomowoc with her husband, Todd, and their three children Evan, Kennedy, and Keegan. In her free time she enjoys reading, hiking the Wisconsin state park trails, and most of all spending time with her family and friends.

Zach joined Baird in 2023, completing our foundations program designed to create the next generation of financial advisors. Before joining Baird, Zach worked in the mutual fund operations department at US Bank for 6 years, serving large mutual fund and ETF clients.

Zach Graduated from the University of Wisconsin-Milwaukee with a bachelor’s degree in finance. He Holds his FINRA series 7, and 66 licenses, and a Certificate in Financial Planning from Northwestern University Zach also earned his CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation in 2025. 

Zach lives in Waukesha with his wife Shanna, son Micah, and dog Freddie. Zach enjoys golfing, volunteering, and watching sports at home with his family.