The Wathen Lobel Miller Schultz Group is a private wealth management practice with over 100 years combined experience. Our team takes a comprehensive approach to wealth management, combining our experience and the vast, specialized resources of Baird to address all aspects of your financial life, extending far beyond investments. The Wathen Lobel Miller Schultz Group can help guide you through an extensive and personalized wealth management experience. With highly-specialized professionals in-house and an accessible network of experts at Baird, we continuously work to ensure the advice we deliver is well-researched and meets your unique needs and goals.
Senior Vice President, Financial Advisor
Vice President, Financial Advisor
Senior Client Specialist