Our team is multi-generational, each with different perspectives, experiences and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.
Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.
Mark Brenna
Financial Advisor
Mark has over 35 years of experience in the investment industry, working with clients to design and implement comprehensive solutions that cover retirement planning, estate planning, wealth transfer, asset allocation, cash flow management, and tax minimization strategies. Mark brings a team-based approach to his work, leveraging the wide range of professionals and resources available to him at Baird.
Mark attended St. Cloud State University and studied finance at the Carlson School of Management at the University of Minnesota. His leadership was evident during his tenure as chairman of the Investment Committee at Luther Seminary College, where he oversaw the school’s $100 million endowment. During his eight years of service, Mark was responsible for re-writing the school's Investment Policy Statement, setting a strong foundation for future success.
Currently, Mark lives in Plymouth, Minnesota, and enjoys spending time with his two children and three grandchildren.
If you would like to learn more about Mark or have any questions, please feel free to reach out.
Jordan Spencer
Client Specialist
Graduated South Dakota State University (Brookings) May 2024 - BS Business Economics with Minors in Psychology, Accounting, and Financial Counseling.
Owns a 25 lb. Aussie-doodle named Kona. Enjoys snowboarding, fishing, lake days, and traveling. Currently working to complete all 68 state park hikes for the MN hiking club.
Our Extended Team
Brad Bartick, CFP®, CWS®
Wealth Planner
Eric Wikstrom
Tax Planner
Jim Guckenberg
Estate Planner
Laura Ames
Wealth Strategist
Sierra Elleseg
Wealth Planning Associate