Christopher Brock,CFP® has developed and perfected a process that helps his clients build, manage, protect and transition wealth from one generation to the next. He focuses on strategy, investment selection, mitigating risk and retirement planning.
The world of finance has become increasingly more complex and having a financial professional is necessary to help individuals navigate and administer investment and financial strategy. Chris begins his consultative process by exploring his client’s unique situation and clarifying their specific goals and objectives. He then dedicates himself to his clients and helps them manage their investment, retirement, and financial planning to help them achieve their financial goals and dreams.
My Profile
Christopher Brock, CFP®
Senior Vice President - Financial Advisor
Chris joined Baird in 2016 and brings 11 years of industry experience to his clients. As a Certified Financial Planner®, Chris helps clients address their financial concerns and develops strategies catering to their specific needs. His areas of focus include financial planning, retirement planning, education funding and estate planning strategies. He earned his Bachelor of Business Administration degree in Finance from UW-Milwaukee. After two and half years at Wells Fargo Advisors, Chris made the decision to move his financial services to Baird and became a Certified Financial Planner®. Chris was recognized by Shook Research as a 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State.
In his free time, Chris enjoys golfing, fishing, traveling, exercising and watching college and professional sports. He and his wife, Kelly, live in Sussex with their daughters Hazel and Penny.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM 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.
2024 FORBES Top Next-Gen Wealth Advisors Best-in-State. Published 8/8/24, rankings based on data as of 3/31/24
Gena Friend
Senior Client Specialist - Assistant Vice President
Gena has a rich history in the financial services industry, advancing in and perfecting her skills for over 25 years. She has worked in a variety of areas, holding great memories at her previous firm, AG Edwards, but is most proud to be a part of the community at Baird. Gena joined Baird in 2007 as a Client Assistant and has explored her profession to the highest level, as she currently holds the FINRA Series 7 and Series 66 licenses. She prides herself on obtaining knowledge and expertise in all areas to better serve her clients.
Gena resides in Ixonia and has two children: Bryce and Jakob. She enjoys spending time with her family, kayaking, boating, live music and keeping up with her puppy, Bailey. She is involved in the community and enjoys giving back inside and outside of work. She leads the Oconomowoc branch activities for Baird Gives Back week each year and has coordinated multiple collections for various organizations.