Dave is a Managing Director with The DDK Group at Baird and has 30 years of experience in the investment and financial planning industry. Prior to Baird, Dave was a senior manager in Deloitte & Touche’s Investment Consulting Services group where he was a member of their National Investment Policy committee and was a manager in Arthur Andersen’s Investment Advisory Services division. Dave received a Bachelor of Science in accounting from the University of Wisconsin. He is a Certified Public Accountant, a CFP® professional, and holds the Chartered Financial Analyst designation. He is a member of the CFA Society of Milwaukee. Active in his community, Dave volunteers his time on local charities. 

In his free time he enjoys spending time traveling with his wife Becky, and their two adult children Jake and Lauren.

• CERTIFIED FINANCIAL PLANNER^TM
• Chartered Financial Analyst (CFA®)
• Certified Public Accountant (CPA)

Ed is a Managing Director with The DDK Group at Baird and has more than 25 years of experience in the investment and financial planning industry. Prior to Baird, Ed was a senior manager in Deloitte’s Investment Consulting Services group and was a manager in Arthur Andersen’s Investment Advisory Services Division. Ed received a Bachelor of Arts in economics from the University of Illinois and a Bachelor of Science in accounting from Illinois State University. He is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER^TM and holds the Chartered Financial Analyst designation. Ed also holds the Charted Alternative Investment Analyst designation. Ed and his wife, Jill, have three sons.

• Certified Public Accountant (CPA)
• Chartered Financial Analyst (CFA®)
• Chartered Alternative Investment Analyst (CAIA)
• CERTIFIED FINANCIAL PLANNER^TM

Tom is a Director with The DDK Group at Baird and has more than 40 years of experience in the financial planning industry. Prior to Baird, Tom was with Cedar Street Advisors as a vice president and senior client advisor where he was an advisor to affluent families. For 24 years, Tom served client families in the traditional practice of law as a shareholder in Duffey Law Office, S.C. concentrating on matters involving wealth creation, realization and succession, estate planning, taxation and corporate formation. Tom is a graduate of Marquette University where he earned a Bachelor of Science in economics with honors. He earned his JD from Marquette University Law School and is an active member of the State Bar of Wisconsin. Tom and his wife Eileen are the parents of four grown sons and daughters-in-law and they have seven grandchildren. Together they relish opportunities to lend their support to local, national and international groups such as those serving critical needs in children's health, HIV and AIDS outreach and research and educational accessibility for the economically disadvantaged. He and Eileen live in Wauwatosa, Wisconsin.

• Juris Doctor (JD)

Cassandra Meyers is a Senior Vice President with The DDK Group at Baird, bringing over 17 years of experience in the investment and financial planning industry. She specializes in helping clients navigate complex financial decisions with clarity and confidence, drawing on her deep expertise in wealth management and strategic planning.

A founding member of Baird’s Associate Financial Advisor Council, Cassandra has played a key role in advancing the development of Associate Financial Advisors through education, networking, and mentorship. Prior to joining Baird, she served as a Private Banking Coordinator with BMO and M&I Wealth Management.

Cassandra holds a Bachelor of Science in Finance and Business Economics and a Master of Business Administration from Marquette University. She is a Certified Financial Planner (CFP®) and a Certified Private Wealth Advisor (CPWA®) professional.

Outside of work, Cassandra enjoys cooking, traveling, and playing tennis with her family.

• CERTIFIED FINANCIAL PLANNER (CFP®)
• Certified Private Wealth Advisor (CPWA®)

Tiffany is a Senior Vice President with The DDK Group at Baird, bringing over 15 years of experience in the investment and financial planning industry. She was a founding member of Baird’s Associate Financial Advisor Council, which supports Associate Financial Advisors through education, networking, and mentorship. Prior to joining Baird, Tiffany served as an Account Manager in Northern Trust’s Wealth Management group and worked as a Private Bank Analyst at J.P. Morgan. She holds a Bachelor of Science in Finance and Accounting from Marquette University, where she was also a member of the Applied Investment Management program. Tiffany holds the Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Certified Divorce Financial Analyst (CDFA®) designations. Passionate about supporting children’s education, Tiffany is a Chairmen’s Advisory Council board member for the Big Shoulders Fund and an active volunteer with the Notre Dame School of Milwaukee Intro to the Stock Market Program. Tiffany, along with her husband Matt and their three children, reside in Lake Forest, IL and enjoy bike rides, cheering on Marquette basketball, and traveling. 

• CERTIFIED FINANCIAL PLANNER (CFP®)
• Certified Private Wealth Advisor (CPWA®)
• Certified Divorce Financial Analyst (CDFA®)

Matt Krueger is a Vice President with The DDK Group at Baird, bringing over 15 years of experience in the investment and financial planning industry. He specializes in helping clients navigate complex financial decisions with an analytical and relationship focused approach, drawing on his expertise in research and wealth management.

Prior to joining The DDK Group, Matt held senior roles across Baird’s Institutional Equity Research and PWM Research platforms. He holds a Bachelor of Science in Finance and Economics from Marquette University. Matt also holds the Chartered Financial Analyst (CFA^®) designation.

Matt, his wife Katie, and their two daughters reside in Southeastern Wisconsin (Mequon), but enjoy making frequent trips to Green Bay and Door County. In his free time, Matt enjoys golf, travel, basketball, and spending time with family and friends.

Riley Gaynor is an Assistant Vice President and Senior Client Specialist with The DDK Group at Baird and brings over 10 years of experience in the financial services industry. Riley received his Bachelor’s degree in Finance, Investment, and Banking from the University of Wisconsin – Milwaukee, and he is a Certified Financial Planner (CFP®) Professional. Outside of work, Riley enjoys traveling, reading, cooking, and spending quality time with family and friends.

• CERTIFIED FINANCIAL PLANNER (CFP®)

Jessie is an Associate Financial Advisor with the DDK Group at Baird. She received a Bachelor of Business Administration in Finance and a Bachelor of Science in Integrated Strategic Communications from the University of Kentucky. Jessie is a Certified Financial Planner (CFP®)  professional and a member of Baird’s Associate Financial Advisor Council, which supports Associate Financial Advisors through education, networking, and mentorship. She is an active volunteer with the Notre Dame School of Milwaukee Intro to the Stock Market Program. She is originally from Louisville, but has made Milwaukee her home. She enjoys skiing, rollerblading and exploring the city with her husband and their dog, Milo.

• CERTIFIED FINANCIAL PLANNER (CFP®)

Alison is a Client Assistant with the DDK Group at Baird and has six years of experience in the financial services industry. She received a Bachelor of Science in Economics from the University of Wisconsin. Alison and her husband, Ben, reside in Brookfield, WI with their son, Bennett and dog, Boomer. Alison enjoys cheering on WI sports teams and spending time with family at the lake.

Hanah is a Client Assistant with the DDK Group at Baird. She transitioned to the financial services industry in 2025, starting on Baird’s Client Resource Team. She previously worked in community organizing and operations. Hanah holds a Bachelor’s degree in International Relations from Occidental College and remains passionate about continuing education. She aims to acquire additional financial licenses and certifications. A Milwaukee, Wisconsin native, Hanah enjoys spending quality time with her family, attending live music events, and hosting tabletop game nights.

Taylor is a Senior Client Specialist with the DDK Group at Baird, bringing nearly a decade of experience in the financial services industry.  She received her Bachelor’s degree from St. Lawrence University, where she double-majored in Government and Philosophy.  Taylor began her career with Baird in the Utica, New York office in 2016, but has called Wisconsin home since 2020.  Taylor is an active member of the Historic Third Ward Association and ASCEND, Baird’s program supporting women in finance.  Outside of work, Taylor enjoys seeing live music, skiing, discovering new restaurants and exploring the area.  She lives in Milwaukee’s Historic Third Ward with her two cats, Lily and Lola.