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Financial Planning for a Greater Purpose

Managing wealth with purpose – to create experiences, open doors, and protect what you cherish most.

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Our Mission

Our Mission

At The Vander Leest & Wenzel Group, each member of our team chose to pursue financial services with two traits in mind: a passion for serving others and an aptitude for problem solving. We are proud to make a difference in our clients’ lives by leveraging this combination of compassion and expert advice.

Recently recognized by Forbes/SHOOK Research as a 2026 Best-In-State Wealth Management Team

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.

Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Tax
Planning

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Retirement
Planning

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Investment Management

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Insurance
Planning

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Education
Planning

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Estate
Planning

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Beyond the Bull

We have built a multi-generational team tailored to the needs of our clients. That means a variety of expertise, perspectives, and life experiences with one focus: you. When you combine the longstanding history of Baird with our personal approach, you experience something different. Our group goes beyond what’s been done before to get to know you, grow with you, and plan for the long term.

About us
Meet the Team

We offer a wide variety of services all geared to help you with your financial goals.

Patty Kennedy

Patty Kennedy

Branch Operations Assistant

Beth Duggan

Beth Duggan

Senior Client Specialist

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