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If It’s on Your Mind for More Than Five Minutes, We Encourage You To Give Us a Call

If It’s on Your Mind for More Than Five Minutes,

We Encourage You To Give Us a Call

The Keverian Laubusch Dietz Group aims to provide exceptional service to help ease your concerns. We offer a unique, thoughtful and professional experience.

From managing your wealth to preparing for retirement, we’ll work together to learn about your goals and how we can best serve you. If it’s keeping you up at night, we want to hear about it.

Here's What You Can Expect

From Our Client-Focused Experience

Unbiased Advice,
Always

Our promise to you is to provide comprehensive advice that is always in your best interest.

A Truly Team-Based
Approach

With over 100 years of combined experience, we have purposely built a team that provides a variety of perspectives and advice for our clients and their families - for generations to come.

Focused on What We Can Control

While we can’t control the markets, we can focus our efforts on communication, tax efficiency and cost structure. We’ll help you identify opportunities and feel confident in your decisions.

We&#8217;re Big on Transparency,<br/>Beginning With Determining the Right Fit

We’re Big on Transparency,

Beginning With Determining the Right Fit

It’s important to us that our clients share similar values. To that end, we prioritize getting to know who you are starting with what’s important to you.

Among our clients are individuals seeking a tailored approach to financial service. Whether you’re a business professional, C-level executive or small business owner, we have the experience and knowledge to develop a plan for your particular objectives.

Do You Have What You Need

To Achieve Your Goals and Lifestyle Needs?


Let's Find Out, Together

Dedicated to Building Quality Client
Relationships

Get To Know Our Team

Lisa Keverian-Press, CFP®

Financial Advisor

(941) 906-2845

LKeverian@rwbaird.com

Lisa graduated from the University of Michigan with a degree in economics in 1980. She began her wealth management career at an independent financial planning firm. Realizing that the needs of her clients continued to evolve, she joined Robert Baird in 1999 as a Senior Vice President of Investments. The resources at Baird allowed her to focus her energy in serving high net worth clients. During the last 35 years she has helped her clients plan for major life events such as funding college educations, achieving a comfortable retirement, assisting them with the implementation of their philanthropic desires and finally offering compassionate advice to heirs when a loved one passes away.

As a Financial Advisor, Lisa is required to be intellectually engaged in many ways. From analyzing global financial markets to reviewing client accounts, Lisa finds opportunities to learn on a regular basis and this engagement enhances her experience with the KLD team and our clients.

Lisa was the first woman financial advisor at Baird to achieve the exclusive Chairman Club recognition. She was also the first female Managing Director in Private Wealth Management. Lisa holds the CERTIFIED FINANCIAL PLANNER™ certification. She has received national recognition and has been named one of Barron’s Top 100 Women Financial Advisors three years in a row. In 2017 and 2021 she was chosen as one of FORBES Top Women Financial Advisors and recognized by FORBES as a Best In State Wealth Advisor in 2018. Her experiences, recognitions, education and more have allowed her to continue to strengthen our team. At Baird Lisa was a founding member of the diversity committee and is past president of the Baird Women’s Financial Advisor Group.

She proudly serves on two board committees, the Pines Foundation and the All Faiths Food Bank in Sarasota. When she isn’t working or volunteering her time, she enjoys spending summers at her family’s cabin on Lake of the Woods in Northwestern Ontario. An avid fisher, Lisa is often on the water or she can be found spending time with her husband, two daughters and three grandchildren.

Dan Laubusch, CIMA®

Financial Advisor

(414) 765-1401

dlaubusch@rwbaird.com

Our mission is to improve the lives of individuals through successful planning and investing. Dan focuses on risk management with the primary goal of helping clients achieve their non-financial goals from a plan they allowed our team to develop and implement. He strives to increase the certainty and probability of positive outcomes.

Dan began his financial services career in 1994 with Northwestern Mutual Life and joined Baird in 1998 as a Retirement Plan Specialist. In 2004, he formed the Keverian Laubusch Dietz Group and has built long-lasting client relationships since. He is a graduate of Marquette University and earned his Certified Investment Management Analyst® (CIMA®) designation through the Wharton School of Business at the University of Pennsylvania.

Outside of work, Dan enjoys traveling and spending time with his family; his wife, Ellen, and their three children.

Bret Dietz, CFA®, CFP®

Financial Advisor

(414) 765-3547

bdietz@rwbaird.com

Bret began his financial services career in 2014 when he joined Baird’s Equity Research branch as an Associate on their Portfolio Strategy Team. Prior to this role, he worked for an environmental consulting firm in the greater Milwaukee area. Today, Bret interacts with clients as a Financial Advisor with the Keverian Laubusch Dietz Group. When not speaking or meeting with clients, he is busy handling investment due diligence for the team, running financial plans, or working to refine our business processes to improve the overall client experience.

For Bret, his motivation stems from helping people achieve their goals and dreams. Often, they come to him without a clear understanding of what their long-term goals may be. Through a proven planning process, Bret understands what drives and motivates them in life, working to help them achieve their version of success on their own terms. He is grateful for the relationships built with clients and the opportunity to learn about their unique stories, opinions and perspectives, ultimately guiding the financial experience both for the individual and our team.

Bret graduated from Rochester Institute of Technology (RIT) in Rochester, New York with a Bachelor’s Degree in Civil Engineering Technology. At RIT, he was consistently on the Dean’s List and captained the NCAA men’s soccer team. Bret’s business passion is finance. He is licensed as a Registered Representative, holding the FINRA Series 7, 63, 65, 86 and 87 licenses. He has also received his Chartered Financial Analyst® (CFA®) designation and holds the CERTIFIED FINANCIAL PLANNER™ certification.

Born and raised in Harrisburg, Pennsylvania, Bret now resides in Whitefish Bay, Wisconsin with his wife, Kelley, daughters, Maddie and Sophie, and their dog, Snickers. Both Bret and Kelley are collegiate varsity athletes, having played soccer and ice hockey at their university in Rochester, New York. They remain very involved in local sport’s activities, which are soon to begin with their young girls as well.

Elizabeth Weinkauf, CFP®

Team Client Service Lead

(414) 765-3584

eweinkauf@rwbaird.com

Elizabeth began her career in the financial services industry in 2009 when she took a job with a local bank after graduating from the University of Wisconsin – La Crosse, where she studied marketing and French. She held several positions within the bank and trust department where she focused on investments and retirement strategies.

Elizabeth joined Baird in 2015 as a member of the Client Resource Team where she was a resource for the smaller branches to provide services to clients and satisfy regulatory requirements. Today, she serves as Team Client Service Lead for the Keverian Laubusch Dietz Group and regularly assists with operational needs.

Elizabeth believes that financial planning can be overcomplicated, which is why it’s satisfying for her to help clients deepen their understanding and simplify the process. Providing actionable steps that will help them navigate and achieve their unique goals is what pushes Elizabeth on a day-to-day basis. She holds the FINRA Series 7 and 66 licenses and attained the CERTIFIED FINANCIAL PLANNER™ certification in 2015 in an effort to gain a deeper understanding of the financial services industry.

When she isn’t in the office, Elizabeth spends time with her family and husband, Jake. She also truly enjoys volunteering with Baird Cares. And, when it comes to hobbies, Elizabeth is a sports fan, regularly cheering on the Packers, Brewers, Bucks and Badgers.

Kylie Sprecher,  CFP®

Associate Financial Advisor

(414) 765-3733

ksprecher@rwbaird.com

Kylie joined the team in 2022 after graduating from Marquette University, where she studied Marketing and Finance and completed her Master of Business Administration. Throughout her undergraduate and graduate school years at Marquette, Kylie was also a member of their Women’s Soccer team.

Prior to joining Baird, Kylie was a part of an independent financial advisor’s team, where she provided support to the advisor to help reach her short-term and long-term goals. Today, Kylie serves as an Associate Financial Advisor for the Keverian Laubusch Dietz Group and assists with client and team needs. Kylie has a passion for relationship building and is driven by the many services the Private Wealth Management industry can offer its clients. She currently holds her FINRA SIE, Series 7, and Series 66 Licenses, along with recently completing her CERTIFIED FINANCIAL PLANNER™ certification in 2024.

Kylie is originally from Menomonee Falls, WI, so she spends a lot of her time with family and friends in the area. When she’s not in the office, she’s most likely playing co-ed volleyball or practicing golf. Kylie also enjoys giving back to the soccer community through coaching. 

Christine Jasso, CFP®

Client Specialist

(414) 298-1904

CJasso@rwbaird.com

Christine joined Baird at the end of 2017 with several years of experience in the investment and banking industries. Prior to Baird, she worked at a local bank and trust company for 10 years and then at Northwestern Mutual for a few years. She is FINRA Series 6, 7 and 66 licensed. Christine has also expanded her expertise by becoming a CERTIFIED FINANCIAL PLANNERTM professional, which she obtained in July 2019. Christine brings great experience in building and maintaining client relationships, along with a broad understanding of behind the scenes investment operations. 

She graduated from Marquette University with a Bachelor of Arts degree in Spanish for the Health and Business Professions. Her fluency in Spanish is greatly owed to her studies in Puebla, Mexico where she attended UDLA for a semester abroad.

Christine is active in her community both as a lifetime member of Sigma Delta Pi, a national Hispanic honor society, and as a mentor for first-generation college students at Marquette University. Outside of the office, she enjoys spending time with her husband, James, golfing, bowling, and hiking.

Klaudia Salverson

Client Assistant

414-792-1132

ksalverson@rwbaird.com

Klaudia joined our team in 2023 as an intern during her last semester of undergraduate studies at The University of Wisconsin – Milwaukee. After graduating with a Bachelor of Business Administration – Finance, Klaudia began her Financial Services career in 2024 as a Client Assistant for The Keverian Laubusch Dietz Group. With a background in customer service, Klaudia is committed to providing exceptional services to our clients. Klaudia has a drive for learning and furthering her career in wealth management by committing to attaining her SIE, Series 7, and Series 66 Registrations. Klaudia has also pursued a role in 2024 as an Instructor’s Assistant for a Portfolio Management Course at UW – Milwaukee, where she prepares materials for lectures and assignments, manages the course site, and grades submissions.

Klaudia moved to Milwaukee from her hometown Mauston, Wisconsin in 2020 when she started college. When not in the office or studying, she enjoys traveling, hiking, or relaxing at home with her cat.

Client Experience

Our Approach Begins<br/>With Understanding You

Our Approach Begins

With Understanding You

Your situation, financial goals and investment preferences are unique. Our job is to gain a deeper understanding of who you are and what you want your assets to accomplish for you.

One of the benefits of being a client of the KLD Group and Baird is the ability to access a pool of research and planning experts from which we draw when designing customized solutions to approach your specific needs, goals and objectives.

We'll Determine Your Needs

During Our Focused Planning Process

Step 1
Initial Meeting

Learn More

Step 2
Make a Plan

Learn More

Step 3
Implement

Learn More

Step 4
Monitor & Adjust

Learn More

Whether You&#8217;re Interested <br/>In&#8230;

Whether You’re Interested
In…


...We Can Ensure Transparency From the Start

Our compensation ties our success directly with yours. Our focus is on your financial well-being and the success of your family and future generations.


Get Started by contacting us

How Our Roles As a Team

Impact Your Client Experience

Financial Advisor

Financial Advisor

WHAT WE’RE RESPONSIBLE FOR:

  • Goal Setting
  • Investment Management & Research
  • Cash Flow Analysis
  • Financial Planning
  • Asset Allocation
  • Estate & Tax Planning
Client Specialist

Client Specialist

WHAT WE’RE RESPONSIBLE FOR:

  • Account Services & Maintenance
  • Money Movements
  • IRA Distributions/Required Minimum Distributions (RMD)
  • Account Opening & Transfers
  • Practice Management
  • Social Media & Marketing

Have Additional Questions About Our Team or How We Help?


See Our Frequently Asked Questions

Frequently Asked Questions

  • What can a financial advisor do for me?

    When thinking about what a financial advisor does, many people may think of investing or financial planning first. Our services go beyond that– wealth transfer, tax planning, etc. We celebrate your milestones with you. Working with a financial advisor gives our clients peace of mind about their financial future.

  • Are you a fiduciary?

    Sometimes. When I provide Advisory Services and programs to my clients and their Advisory Accounts, I act as a fiduciary. Clients who select an Advisory Service or Program typically pay a periodic ongoing fee based upon the assets in the applicable Advisory Accounts and, with some exceptions, do not pay commissions on trades executed by Baird. This fee arrangement better aligns my interests with those of my clients, and avoids many of the conflicts of interest associated with a commission-based Brokerage Account.

  • How do you get paid?

    We are paid based on assets under management. When we meet with a new potential client, we review our fee structure in order to be as transparent as possible - we believe you should know what you are paying. *This is for advisory clients and brokerage clients are different.

  • Do you work with clients outside of Wisconsin & Florida?

    Yes. We have established relationships with clients across the country, and while we embrace the use of technology for more frequent communication, we still believe in meeting in person at least annually is important.

  • What is a CFP®?

    CFP® or CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards.

  • What is a CFA®?

    A CFA® or Chartered Financial Analyst is a designation designed to demonstrate a strong foundation in advanced investment analysis and portfolio and wealth management.

  • What is a CIMA®?

    CIMA® or Certified Investment Management Analyst certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.

  • Why Baird?

    For more than a century, we have followed the principles of integrity, transparency, teamwork and keeping clients first. Together these ideals form the foundation of our unique culture and approach to doing business- what we call The Baird Way.

News & Insights


Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive Market Strategy complements and enhances our investment and planning solutions for you.


READ MORE

Bull & Baird Blog

Michael Antonelli graduated from Purdue University in 1995 with a degree in history and moved to CT to work in the back office of AIG trading. He moved to Chicago in 1997 to work in the back office of Dean Witter's futures division before moving to a 24-hour trading desk in 1999 to execute futures and options for Fimat, a division of Societe Generale.

He got his MBA at the University of Chicago in 2007 before coming to Baird on the Equity Trading Desk in March 2007 as a Sales Trader, assigned to the International team.

Michael began writing a daily email in 2010 as a way to let overseas clients know what happened while they slept. He started posting it online in 2013 and it is now the Bull & Baird blog.

View the Latest Posts

About Baird

About Baird

Baird is an international wealth management, capital markets, asset management and private equity firm.

Thanks to our independent, employee-owned structure, each one of our associates worldwide shares a real stake in your success. We know from experience that the only way to help you reach your goals is to keep your best interests in mind, always.

Since 1919, we've been earning our clients' trust by staying true to our mission:

"To provide the best financial advice and service to our clients and be the best place to work for our associates."

While we have grown over the years to meet the evolving needs of our clients, we preserved the core values that kept us strong and stable through every imaginable market environment:


  • Clients come first.
  • Integrity is irreplaceable.
  • Quality is our measure of success.
  • The best financial advice is the result of expertise and teamwork.
  • How we succeed is as important as if we succeed.
  • We seek personal balance in home, work and community involvement.

Important Documents & Information

To Guide Your Finances

Begin Working With a Group

Backed by Unwavering Trust and Relationship Building

The Keverian Laubusch Dietz Group

TheKLDGroup@rwbaird.com


Location

Two N Tamiami Trl, Suite 1200

Sarasota, FL 34236

Toll Free Number

(877) 313-6639

Location

777 E Wisconsin Ave

Milwaukee, WI 53202

Toll Free Number

(414) 298-1700

Let's Connect

With office locations in Sarasota and Milwaukee, we look forward to joining you on your journey in person or virtually, based on your location and preference. With a cohesive plan of action and strategic next steps, we will help you and your family feel secure in your future, for years to come.