Daniel J. Schneck, QPFC, CFP®
Director | Senior Investment Consultant
Daniel has spent decades developing retirement plans for individuals, families, and companies. As a CFP®, Dan is dedicated to personal and comprehensive approach to planning. His customized recommendations come only after listening to, examining, and analyzing your full range of specific financial needs. Dan enjoys helping his clients master the language of investing. Working with a CFP® professional, clients will benefit from a strict code of ethics and a rigorous continuing education program. This commitment to knowledge and experience is why Dan earned his certification in 2013 – to best help his clients work through complex financial issues. Dan earned his MBA from Marquette University after receiving his undergraduate degree in agricultural business from the University of Wisconsin-Madison. Outside his work with Baird, Dan is a current member and past president of Prevent Blindness Wisconsin, a member of the National W Club and a past president of the University of Wisconsin Alumni-Milwaukee Chapter. His wife, Kelly, and him live in Whitefish Bay with their children Zach, Leah, Ben and Rachael. He enjoys coaching, CrossFit, golfing and skiing. |
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements. - See more
David R. Kelnhofer, QPFC
Financial Advisor
David is extremely detail-oriented, which lends itself nicely in making sure every piece of his clients’ financial needs is addressed. David’s passion for investing and client service allows him to excel in helping his clients navigate their financial goals. David is part of Baird’s Qualified Plan Consulting Group (QPCG) which is an exclusive circle of Financial Advisor teams who have positioned their businesses to focus on retirement plan clients. This is a highly specialized field requiring years of experience and depth of expertise. David attended Lewis University where he earned a Bachelor of Science in Finance and Economics and a Master of Business Administration. While at Lewis University, he played Division I volleyball and in high school was an All-American volleyball player. David is active in his community volunteering as an Alumni Rep and part of the Men’s Volleyball Legacy Endowment Fund Committee at Lewis University. David lives in Pewaukee with his wife Megan and daughter Madison. He grew up in the town of Brookfield, WI. He is an avid sports fan of the Packers, Brewers and Bucks and in his free time, David enjoys golfing, spending time at the lake and playing sand volleyball. He also enjoys collecting sports memorabilia. |
Allison E. Fantetti
Client Specialist
Allison was a librarian for several years before moving into wealth management. She gained valuable expertise and wisdom in providing exceptional client service which she continues to deliver as a part of The Schneck Kelnhofer Group. Allison loves getting to know our clients in order to help them achieve their goals.
Allison earned her master's degree from UW-Milwaukee. She is originally from the western suburbs of Chicagoland, but Milwaukee has been home for close to a decade. In her free time, she will often be found exploring local breweries or running a local 5k race.
Zachary Schneck
PWM Financial Planner
Zach joined Baird in October 2024. Prior to joining Baird, he spent three years with Deloitte in their audit and assurance department. While at Deloitte, he gained experience working with companies financial reporting and controllership departments to ensure accuracy and timeliness of financial statement filings. At Baird, Zach works with our team’s advisors to support business retirement plans and help individual clients and plan participants with financial planning and tax reviews.
Zach attended the University of Wisconsin-Madison where he earned a Bachelor’s in Business Administration and a Master’s in Accounting. After graduation, Zach obtained his CPA license while working in public accounting.
Zach is an avid Wisconsin sports fan and enjoys going to Bucks games while living in downtown Milwaukee with his wife, Julia. In his free time, he also enjoys playing tennis and golf.