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Meet The team

Scott Sullivan

Managing Director

414-765-3570

[email protected]

Scott has focused on delivering comprehensive wealth management solutions for his clients since 1990. Scott and his team specialize in working with high net worth individuals on comprehensive financial planning, portfolio management,...

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T. Ryan Savage, Jr.

Director

414-298-1730

[email protected]

Since 2004, he has focused on delivering comprehensive wealth management solutions for his clients. Ryan and his team specialize in working with individuals, families and trusts on comprehensive portfolio management solutions...

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Michael Sullivan

Financial Advisor

414-298-7733

[email protected]

Michael joined the Sullivan Group in 2017. His investment philosophy is centered around developing an ongoing relationship with his clients to best understand their financial goals and needs. From there, his objective is to provide...

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Jackie Niedermeier

Senior Client Specialist

414-298-3945

[email protected]

Jackie has been a Client Specialist at Baird’s Milwaukee branch since 2011 and has twenty years of investment industry experience. She focuses on quality customer service to provide the best client experience possible....

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Brittany Prokash

Senior Client Specialist

414-298-2409

[email protected]

Brittany joined Baird in 2018 and is a registered Client Specialist. Brittany is passionate about providing superior client service, building relationships and supporting the team's clients in achieving their financial goals. She...

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Carol Slater

Client Specialist

414-765-3609

[email protected]

Carol joined Baird in 2013 and has over 12 years of industry experience. As a Client Specialist, her top priority is to provide clients with exceptional service and to build long-term relationships. She holds the FINRA Series 7 & 66...

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