Tony began his career in the investment industry in 1996 and joined Baird in 1999. As the team's lead investment strategist, he oversees portfolio management and investment research, helping clients navigate changing market conditions while keeping their long-term goals at the center of every decision.

With decades of experience serving investors and families, Tony is committed to delivering thoughtful, personalized guidance tailored to each client's unique financial objectives. He continually pursues advanced education and professional development to stay at the forefront of investment and wealth management strategies.

His professional accomplishments include:

• Earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, reflecting a commitment to rigorous ethical, education, and experience standards.
• Completing Baird's Investment Counsel Program at the University of Chicago Graduate School of Business and becoming a Senior Investment Consultant in 2004.
• Earning the Certified Private Wealth Advisor® (CPWA®) designation in 2013, with specialized training focused on the complex needs of high-net-worth individuals and families.
• Participating in ongoing industry education, conferences, and training programs to deepen his investment and wealth management expertise.

Tony graduated from the University of Wisconsin–Madison School of Business.

Outside the office, Tony enjoys golfing, boating, hunting, and ski racing. He values time spent with family and friends and is proud to call Lakeville, Minnesota home.

Debbie joined Baird in 2016 and leads the team's advanced planning efforts. She is passionate about helping families simplify the complexities of wealth management so they can focus on what matters most—family, career, and life's important milestones. Her collaborative approach helps clients navigate financial, tax, estate, and legacy planning decisions with confidence.

Before joining Baird, Debbie built a diverse professional background in both accounting and law. She began her career in corporate accounting before pursuing a legal education and practicing law with a focus on estate planning and business law. This unique combination of experience allows her to provide valuable insight into the complex planning needs of affluent individuals and families.

Her professional qualifications include:

• Juris Doctor (J.D.) from William Mitchell College of Law
• Bachelor's degree in Accounting from Marquette University
• Certified Public Accountant (CPA)

Debbie's extensive background in accounting, law, and wealth planning enables her to help clients develop thoughtful strategies designed to preserve, protect, and transfer wealth across generations.

Outside the office, Debbie enjoys tennis, hiking, skiing, volunteering, and spending time with her family. She and her husband, Phil, reside in Excelsior, Minnesota, and enjoy staying active and connected with their three grown children.

Casey joined The Steel Zeller Group in 2022 and serves as the team's lead for operations and client service. He earned his Series 7 and Series 66 licenses in 2023 and is dedicated to delivering a seamless client experience through responsive service, attention to detail, and proactive support.

Prior to joining Baird, Casey graduated from the University of St. Thomas in 2020 with a degree in Finance and gained industry experience working in operations at RBC Wealth Management. He is passionate about building long-term relationships and takes a personalized approach to helping clients navigate their financial lives.

Originally from St. Michael, Minnesota, Casey now resides in St. Louis Park. Outside the office, he enjoys golfing, playing hockey and spending time with friends and family.