True Partners With Your Best Interests in Mind
Partnerships are at the heart of what we do - whether we're planning for your family's future, identifying opportunities for your business, building up your community, or working to ensure the people and causes you care about are provided for. Because if it's important to you, it's important to us.
Experience the commitment of true partners dedicated to great outcomes in your financial life.
The Kraft Roethler Group is proud to be part of a firm that’s built upon honesty, integrity, genuine concern for clients and respect for associates. In 2018, Baird recognized The Kraft Roethler Group with the Kasten Private Wealth Management Award. Named after former Baird President, CEO and Chairman Fred Kasten, the Kasten Award honors those associates who provide outstanding advice and service to clients and are role models of the firm’s cultural values.
Joseph Kraft, CFP®
Managing Director, Senior Investment Consultant
Joe is a CERTIFIED FINANCIAL PLANNERTM professional who focuses on developing risk and asset management strategies for high-net-worth clients of Baird Private Wealth Management. Prior to joining Baird, Joe spent nine years at Morgan...
Michael Roethler, CFP®, QPFC, ChFC®
Director, Financial Advisor
Michael is a CERTIFIED FINANCIAL PLANNERTM professional and corporate retirement plan specialist. He works closely with families and companies to design customized retirement plan solutions with the knowledge he gained from obtaining...
Quentin Kraft, CFP®
Financial Advisor
Sandra Santana
Assistant Vice President, Senior Client Specialist
Sandy brings nearly 31 years of industry experience to the team. Over the past 17 years she has assisted and supervised a staff of 32 associates along with supporting a team of financial advisors and their clients. A few of Sandy's...
Isabella DiSalvo
Marketing and Events Assistant
Madison Gray
Client Assistant