Baird and Beyond
It’s time to expect more from your financial advisor.
The Vander Leest & Wenzel Group has built a multi-generational team tailored to the needs of our clients. That means a variety of expertise, perspectives, and life experiences with one focus: you.
When you combine the longstanding history of Baird with our personal approach, you experience something different. For us, it’s always been about more than throwing on a blazer. It’s about connecting beyond a balance sheet. What we provide goes outside the confines of a boardroom. That leads to an experience that’s authentic and valuable.
Watch the following videos to see how our group goes beyond what’s been done before to get to know you, grow with you, and plan for the long term.
Beyond the Bull
We go past industry jargon to get real about your goals. We’ve intentionally built our diverse team to forge long-term relationships with clients. When people relate to you, it becomes personal. See how our entire approach is tailored toward having your back—no matter what life throws your way.
Beyond the Balance Sheet
If you want to go far, go together. We partner with clients to help them through their financial journeys on a path toward giving money more meaning. Discover how we can bring value to you.
Beyond the Boardroom
Showing our heart starts with giving back. Throughout the year, we focus on service and supporting local causes. Discover how we better our community while building our business.
Beyond the Blazer
The key to longevity is having a philosophy that goes more than skin deep. Our principles are simple yet profound: Positive. Productive. Proactive. See how our energy, work ethic, and ability to look ahead ensure we deliver the best for our clients.
More Than a Tax Return
Your taxes go beyond rates and brackets. Tax laws, rules, and regulations are always changing, so we stay nimble to stay ahead. One thing that doesn’t change is our holistic approach to financial planning and advice. We create a personal tax profile for each of our clients, tailored to their specific circumstances. Capital gains. Qualified dividends. Charitable giving. Join Kaylee as she walks through what we account for to make sure you’re ready for tax season.
Five Pillars of Retirement Planning
Retirement planning is life planning.
And while we customize our clients’ plans to meet their unique circumstances, there are five pillars to make sure your money is working for you. From cash-flow planning and social security strategy to tax mitigation, we cover every aspect. Take two minutes with Josh to understand the foundation we use to help you realize your retirement goals.
Beyond the Blazer: Shedding the Suit with Sam
Native Iowan. Dedicated husband and father. Aspiring golfer.
Get to know Sam Tvedt, one of our financial advisors. Go outside the office, hit the links with Sam, and see how golf strategy applies to sound investing.
Beyond the Blazer: Past the Coat with Cate
A natural talent for math and love for relationship building led Cate to the financial industry.
Creativity and innovative thinking are what keep her in it. With life, crafting, and clients, seeing the bigger picture keeps what matters in focus.
Get to know Branch Administrative Supervisor Cate Konicek.
Beyond the Blazer: More Than Business with Beth
Meet Senior Client Specialist Beth Duggan.
Understanding the value of money goes beyond account balances. Connecting with people is the most rewarding part.
Whether she’s in the office with a client or on the baseball diamond with her son, Beth has come to realize that new challenges lead to new opportunities.
Ready to Give Your Money More Meaning?
Connect with us to talk about your goals. Then, let’s chart a course toward the legacy you want to leave. Benefit from a personal approach with a team that puts people before portfolios.
After you complete the form, a member of our team will reach out personally.