My Profile
How We Work
At Baird, we are dedicated to providing the right focus and expertise needed to achieve their client’s financial goals My objective is to create and manage comprehensive, risk-adjusted portfolios that reflect your unique circumstances. Through a customized total wealth management process, we discover your specific needs and interests to help uncover the best way to take care of your wealth.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Andrew Schwertfeger
Vice President | Financial Advisor
Andy’s stock selection and tax-managed expertise allows him to provide catered investment solutions to his clients. Andy also works closely with clients on financial, retirement and estate planning processes. Prior to joining Baird, Andy was a commercial real estate broker and publisher of On the Fly Magazine, the Greater Yellowstone Fly Fishing Journal. He is a graduate of the University of Montana and currently serves as Chairman of the Board for the Jackson Hole Children’s Museum.
Andy, who was born and raised in Milwaukee, WI, is now a resident of Jackson Hole, Wyoming, with his wife, Megan and their two daughters. Outside of Baird, Andy spends his time fly fishing, skiing, exploring the backcountry of the greater Yellowstone ecosystem and aiding in conservation efforts to keep wild places wild.
Timothy Orth, CFP®
Senior Client Specialist | Assistant Vice President
Tim joined the financial services industry in 2007 and is a knowledgeable resource for clients. Tim enjoys working with individuals and families to understand their needs and help them develop a plan to achieve their long-term financial goals. A U.S. Army veteran, Tim and his wife Amanda live in Glendale, WI.