The Savides Group
Taking Care of Today for Your Peace of Mind Tomorrow
Partnering with clients since 1985 to simplify and organize their financial lives. As your financial life changes, we'll be there to listen, learn and guide you to achieve what is important to you and your family for a lasting legacy. Through those twists and turns of your life's journey, you know you have a dedicated team of experienced professionals backed by a privately-held firm built on Midwestern values. We'll take care of today for your peace of mind tomorrow. Imagine what we can do together.
Contact Us today to explore a partnership with The Savides Group.
Diane Lightfield, CFA®, CFP®
Director - Financial Advisor
Ms. Lightfield joined Baird in 2008. Prior to joining Baird, she was a Portfolio Manager for Legacy Private Trust Company. Prior to Legacy, she was employed by Associated Trust Company in Neenah as Vice President and Portfolio Manager....
David Savides, CPWA®
Senior Vice President - Financial Advisor
Mr. Savides joined Baird in 2014. Prior to joining Baird, he was with BMO Private Bank for over four years as Vice President and Portfolio Manager for the Appleton and Green Bay markets. His primary duties were to implement customized...
Josh Hagman
Vice President - Financial Advisor
Mr. Hagman joined Baird in 2018. Prior to joining Baird, he was the Director of Institutional Clients Services for over 14 years at Cortina Asset Management in Milwaukee, WI. His primary duties included working with existing clients...
Cory Rognstad, CFP®
Assistant Vice President - Associate Financial Advisor
Mr. Rognstad joined Baird in 2015. Prior to joining Baird, he worked in the banking industry for 12 years, including five years as an Investment Associate/Associate Portfolio Manager. Mr. Rognstad obtained a B.B.A. in Marketing from...
Liz Kulhavy
Assistant Vice President - Senior Client Specialist
Brianna Bratland, WMCP®
Client Specialist
920-830-3601
Ms. Bratland joined Baird in 2022. Prior to joining Baird, she worked in the mental health industry as a behavioral treatment therapist, providing support to families who have children on the autism spectrum. She attended Edgewood...
Kirstin Euhardy
Client Assistant
920-830-3601