Daniel Gundrum, CFP®
Director, Financial Advisor
I work with a small number of High Net Worth and Ultra-High Net Worth, multi-generational households, from all walks of life. My client’s lives are a lot more interesting than my own. I am honest, authentic, deliberate, and devoted to my clients. I am honored and blessed to be part of their life journeys.
I started at Baird in 1999. I have defended client portfolios through the dot-com bubble, wars, a financial crisis, geo-political upheaval, covid, and inflation scares. Sometimes it’s not what you make, it’s what you don’t want to lose. Through a comprehensive financial planning process, I specialize in implementing bespoke solutions in an ever-changing financial environment. In a world of AI, technology, information, and resources are ever changing. I timely navigate my clients through the noise and uncertainty.
I utilize the far-reaching capabilities and depth of Baird’s global network of Award-Winning Analysts and Information Specialists to deliver the financial solutions and a financial plan that is best for you and your family.
Ultimately, and this is my standard, I measure my success by ensuring your standard of living tomorrow, is better than it is today. This applies to my current clients, future clients, and their heirs.
In my free time, I enjoy exercise, reading, traveling, and coaching my kid’s sports teams.
Laura Hebert WMCP®
Associate Vice President, Senior Client Specialist
A Wealth of Experience
Laura has been with Baird since 1998. She attended the University of Wisconsin – Parkside where she graduated with a Bachelor of Science in business management. Laura brings over 26 years of investment industry experience to her clients. As senior client specialist, she strives to build long standing relationships through superior client service.
When asked about her investment philosophy, Laura said, “I measure my success by our client’s satisfaction.” Laura’s number one priority is helping clients meet their goals. She is Series 7, 63, 9 and 10 licensed.
Committed to the Community
Laura resides in Racine with her husband Joe. They have two married daughters Becca and Amanda, and two grandchildren Easton and Adalynn. She volunteers at the Hunger Task Force, Veterans Out Reach of Wisconsin, and the Wisconsin Humane Society. In her free time, she enjoys reading, gardening and spending time with friends and family.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.