Who We Are

In a world full of black and white, we strive to be the color that brings confidence to our clients’ lives. To us, the purpose of a Financial Advisor goes beyond simply helping you manage your money – it’s creating a plan that allows you to pursue the things in life that are meaningful to you. As a team, we are:

Relatable.

We’ve all learned the importance of wealth planning from personal experience, which allows us to relate to your situation and be your confidant while also providing you with professional advice.

Trustworthy

We pride ourselves on being non-judgmental, and want our clients to know that we will approach every situation with genuine support and a drive for your growth and success.

Protective

Your well-being is our main concern. We get to know our clients on a personal level, and do everything we can to help you achieve financial freedom and security.

Our Team Members

Brianna Hoskins

Financial Advisor

414-298-2477

bhoskins@rwbaird.com

Brianna has been working with Haly for over 4 years, and is thrilled to be part of the Besaw Hoskins Team! As someone who has vast experience working with diverse groups of individuals, Brianna understands the power of human connection...

Eric Wikstrom, CPA, CFP®, CPWA®

Tax Strategist

Erica Kroll, CLU®

Insured Solutions Senior Consultant

Haly Besaw, CFP®, ADPA®, CRPC®

Director | Financial Advisor

414-765-3565

414-765-3633

hbesaw@rwbaird.com

As a Financial Advisor at Baird, I work with professionals and executives, most of whom are engineers. They have worked hard, saved well, and are often preparing for retirement or job change. They want to have a strategic plan that...

Jamie Awe, CRPC®

Senior Annuity Specialist

Jamie joined Baird in 2008. His primary duties include managing the relationships with the insurance company partners, evaluating existing annuity contracts and providing product expertise on today’s insured solutions. Prior to joining...

Madelyn Davenport

Client Assistant

414-792-1580

mdavenport@rwbaird.com

Matt Urbanek, CRPC®, CFP®

Wealth Planning

414-792-1135

mjurbanek@rwbaird.com

Matt is a Wealth Planner and Vice President at Baird, having joined the firm in July 2024. Matt has worked in the financial services industry for 18 years with the past 10 coming in a retirement planning and wealth planning capacity....

Michael Burzynski, CPA

Senior Tax Strategist

As Senior Tax Strategist for Baird, Mike serves as a resource to financial advisors, wealth planning professionals, and clients on complex tax matters. Bringing over 30 years of entrepreneurial business advisory and tax expertise, Mike...

Nina Rose

Insured Solutions

Ryan Lueck

Wealth Planning Associate

414-792-1213

rlueck@rwbaird.com

Ryan Lueck jointed Baird in 2025 as a Wealth Planning Associate. His passion for financial planning began at the University of Wisconsin-Madison where he graduated with a degree in Personal Finance - Financial Planning. As a planning...

Scott Grenier, CFP®, AEP®

Manager of Estate Planning

Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently the Manager of Estate Planning for Baird’s Private Wealth Management Group. Prior to joining Baird in 2010, Scott was responsible for providing financial...

Tim Steffen, CPA-PFS, CFP®, CPWA®

Director of Tax Planning

As Director of Tax Planning for Baird, Tim is responsible for researching, writing and speaking on important tax issues that impact the clients of Baird. This includes topics related to retirement planning, executive compensation,...