A Wealth of Experience
The Bernardin Schiff Group brings over 135 years of combined experience in Financial Planning, Wealth Management, and Client Service. Our complementary skills make wealth management accessible and efficient for you - whether your needs are simple or complex.
Serving as your financial partner requires not only a complete understanding of your values and priorities, but also the planning expertise to create a wealth management solution that’s right for you.
Robert G. Bernardin, AAMS®, CRPC®
Director, Financial Advisor
Rob entered the investment business as a Financial Consultant in 1982. Before affiliating with Baird in the autumn of 2012, Rob was a First Vice President and Portfolio Manager at Morgan Stanley Smith Barney locally, where he also had...
Jake Schiff, AWMA®
Director, Financial Advisor
Jake entered the investment business as a Financial Advisor in 2008 with Baird. He holds the Accredited Wealth Management Advisor (AWMA®) designation through the College for Financial Planning. Jake earned a...
Justin Holtz, CFP®
PWM Financial Planner
Roshan Tamang, CFP®
Financial Advisor
Roshan's journey in the financial industry began as an intern in June 2021, where he quickly demonstrated his dedication and skill. He holds a degree in Finance with a minor in Accounting, providing him with a solid foundation in...
Stacia Miller
Client Assistant
Stacia joined Baird in August of 2009 from A.G. Edwards and Sons, Inc. She has been in the securities industry since 1991 when she joined A.G. Edwards as the wire operator/cashier and eventually working side-by-side with...
Julie Dudenhofer
Client Assistant