Brook A. Brindley, CFP® is a Director with Baird’s Private Wealth Management group in Madison, Wisconsin. She has over 20 years of experience in the investment and financial planning industry. She provides comprehensive financial planning for her clients, specializing in retirement planning, estate planning, and tax-managed investment strategies.
Brook’s characteristic attentiveness has helped her build a successful business by putting the needs of her clients first. She provides a personalized, comprehensive, and thoughtful approach in seeking to meet client’s investment planning goals. She offers support and guidance through complex financial issues and enjoys working with families to provide multigenerational planning.
Brook received her bachelor’s degree from the University of Wisconsin-Madison and has also earned her certification as a CERTIFIED FINANCIAL PLANNER™ professional.
In her free time, Brook enjoys spending time with her family, travelling, and hiking. She also dedicates her time to numerous community organizations. She lives in Waunakee with her family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
Robert W. Baird & Co. does not provide tax or legal advice or services.