Broker Check

The Zoltak Funke Group

Your Partners In Wealth

Shawn Zoltak

Director | Financial Advisor

(262) 523-5681

szoltak@rwbaird.com

Shawn Zoltak is the Director and a Financial Advisor for The Zoltak Funke Group. He joined Baird in 1998 after graduating from Marquette University with a degree in Business Economics. Shawn is originally from Greenfield, WI and...
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Celene Funke, CFP®, SE-AWMA®

Financial Advisor

(262) 523-5690

cfunke@rwbaird.com

Celene Funke joined Baird in 2021 after earning her Bachelor Degree in Finance and Master of Business Administration from the University of Louisville. Her passion for finance began early—starting with lemonade stands and growing into...
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Michael Benash

Client Specialist

(262) 523-5609

mbenash@rwbaird.com

Hello! I'm Michael Benash, Client Specialist for the Zoltak Funke Group. I joined Baird in 2021, initially working in trading operations. While on the team, I learned how to go above and beyond for our clients, by providing exceptional...

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Kelsey Schommer

Client Assistant

(262) 523-5664

kschommer@rwbaird.com

Kelsey Schommer is a Client Assistant with Baird’s Private Wealth Management team, proudly supporting The Zoltak Funke Group in Waukesha, WI. She joined Baird in June 2025, bringing over five years of experience in client services,...

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Baird Extended Team

Tim Steffen CPA-PFS, CFP®, CPWA®

Tim Steffen CPA-PFS, CFP®, CPWA®

Director of Advanced Planning

Kelsey Clair, CPA®, CPWA®

Kelsey Clair, CPA®, CPWA®

Senior Tax Strategist

Scott Grenier

Scott Grenier, CFP®, AEP®

Senior Vice President, Manager of Financial & Estate Planning

Jim Guckenberg

James Guckenberg, JD, CTFA

Vice President, Senior Estate Planner

Jeannette Haen

Jeannette Haen

Vice President, Investment Products Consultant- Education Planning

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