Chad Otte, CWS®, CFP®

As a financial advisor, Chad serves individual clients and families to grow & protect their wealth while helping them reach their financial goals. He focuses on listening and begins with a simple conversation to understand what is truly important to his clients in terms of personal & family financial goals. Next, he takes a holistic approach to analyzing their current financial situation. After a full understanding, Chad works with his clients’ to develop and implement a comprehensive financial plan & investment strategy that is custom tailored to them.

Prior to joining Baird he received his undergraduate degree in Business and Economics from the University of Wisconsin – Stevens Point, as well as his Certified Financial Planner^® certification and Certified Wealth Strategist® designation. Chad brings over 15 years of experience in the financial services sector with a history in wealth banking for affluent clients. His areas of expertise are financial planning, retirement planning, asset allocation, income planning, estate planning, tax efficient strategies, charitable giving, education planning, insurance and long term care planning.

Chad resides in Weston, Wisconsin with his wife Meredith and their two children Madelyn and Joseph. In his free time he enjoys golfing, running, biking, skiing, boating and spending time with family.