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.
Brianna Fowles
Client Assistant
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...
Madison Gray
Client Specialist
Madison has a passion for service-oriented work and is delighted to get acquainted with and support the clients of The Kraft Roethler Group. She joins the team in 2024, bringing three years of hospitality experience. She graduated from...
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