At the heart of every client relationship is trust, and we never take that for granted. It's something we work to earn every day, through every conversation and decision. This commitment is deeply woven into the culture we've built together.
We believe that clients come first, always. Integrity is non-negotiable. Excellence is our standard. That the best financial advice comes from deep expertise and true collaboration. The way in which we achieve success matters just as much as the success itself.
These aren’t just words on a page—they’re the values we believed in before we joined Baird, and ones we carry with us in every aspect of our lives. They shape how we serve you, how we support each other, and how we define success.
Mark Falci, CFP®
Director
Mark has over 27 years of experience in the financial services industry with his focus being on strategic business development. Mark is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in holistic planning for his...
Sally Falci
Vice President
Sally has over 27 years of experience in the financial services industry. Before joining Baird, she had been a Vice President and Trust Officer with a focus on personal trusts and estates. Sally’s focus is on developing strong...
Dale Wroblewski, CFP®, ChFC®, CLU®
Vice President
Dale has 16 years of experience in the financial services industry. Dale is a CERTIFIED FINANCIAL PLANNER™, CHARTERED FINANCIAL CONSULTANT™, and CHARTERED LIFE UNDERWRITER™ professional who advises...
Ryan Eastman
Senior Client Specialist
Ryan joined Baird in early 2020 after working at U.S. Bank as a Personal Banker. During his 3 years in the financial services industry, Ryan has developed a passion for providing exceptional customer service to clients. Ryan enjoys...
Suzanne Howe
Client Assistant
Suzy joined Baird in fall of 2022 after working at the Falk Legal Group as a Paralegal.Suzy’s work as a Paralegal has translated well into her role with our team. She has demonstrated exceptional customer service skills, with...
Carlton Holland
Client Assistant
Carlton joined Baird in 2014 in our Information Technology Department as an Application Administrator. During his 10 years with the firm, he has built strong relationships and consistently works towards positive client...