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. 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.

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 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 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.

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 PLANNER^TM 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 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.