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

Tim has been with Baird since 1994. He attended the University of Wisconsin – Madison where he graduated with a Bachelor of Science in Economics with an emphasis in Mathematics. Tim brings over 30 years of investment industry experience to his clients. As senior investment consultant, he strives to build long standing relationships through superior client service.

When asked about his investment philosophy, Tim explained that he builds portfolios to match each client’s goals with their risk tolerance. Tim’s number one priority is helping clients meet their goals by making quality investments with a long term portfolio perspective.

Committed to the Community

Tim resides in Oconomowoc with his wife Nicole and their four daughters: Abby, Maggie, Josie, and Annalee. Tim is currently involved with the Oconomowoc High School Business Advisory Team, The Governor's Council on Financial Literacy and his church. He is a past member of the Juvenile Diabetes Research Foundation Board and the Village of Summit Community Development Board. In his free time, he enjoys outdoor recreation.

Why Baird?

The Duchow Kopfer Group is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.

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.

Jim leverages over two decades of experience as an Institutional Equity Trader at Baird to deliver holistic financial planning.  He combines a deep understanding of the markets with a passion for service to help clients optimize their financial landscapes and seek the best version of their lives. 

Jim holds a B.S. in Pre-Dental Studies with a Business minor and a M.S. in Information and Communication Sciences from Ball State University where he graduated Cum Laude and captained the football team.  He also earned an MBA from Maquette University and a Certificate in Business Analytics from Northwestern University. 

Jim lives in Whitefish Bay with his wife, Connie, and their three children.  As a volunteer youth and high school coach for over 25 years, he is passionate about helping young athletes across Milwaukee build confidence, character, and life skills through sports.

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.

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 with the Oconomowoc High School Booster Club. She resides in Oconomowoc with her husband, Todd, and their three children Evan, Kennedy, and Keegan. In her free time she enjoys reading, watching her kids play sports, 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, dog Freddie, and cat Olivia. Zach enjoys golfing, volunteering, and watching sports at home with his family.