Our Profile

Our clients are successful individuals, families, institutions and organizations who value comprehensive financial planning, straight talk, excellent service and active management of their investments. Strong personal relationships, putting the client’s interests first and listening more than talking are a few of the foundations of our practice.

Chuck Wheeler

Financial Advisor

515-222-9065

515-327-0038

cwheeler@rwbaird.com

Chuck is the senior member of the Baird team member of the West Des Moines office. Chuck brings more than 35 years of investment expertise to his client relationships. As a Financial Advisor, Chuck has extensive...

Mike Milligan, CFP®

Director

515-222-9038

515-327-0038

mmilligan@rwbaird.com

As a CERTIFIED FINANCIAL PLANNER™ professional, Mike engages his high net worth clients in comprehensive financial planning. He serves as quarterback of their financial team; coordinating their assets to align with their goals...

Karen McKamy Ellingboe, CFP®

Branch Administrative Supervisor

515-327-0024

515-327-0038

kellingboe@rwbaird.com

Karen is a Certified Financial Planner™ and is our branch Branch Administrative Supervisor. She holds both the FINRA Series 7/63 and Series 9/10 licenses. She joined Baird in 1996. Karen is the supporting manager of the Wheeler...

Susan Colosimo

Client Assistant

515-327-0024

515-327-0038

scolosimo@rwbaird.com

Susan joined Baird in 2005 and has more than 15 years of Client Assistant experience in the financial services industry. She provides a high level of client support and operational assistance to our team. Susan is a lifelong Des Moines...

Ben Koehler

Financial Advisor

515-221-6407

bkoehler@rwbaird.com

Ben joins our team following a 9 year management career with a commercialtruck dealer group. Ben was born and raised in Kansas City with both parentsbeing native Iowans. Much of his extended family remains in the state today....

Samuel Wheeler

Financial Advisor

5152216406

5153270038

swheeler@rwbaird.com