The Zoltak Funke Group
Your Partners In Wealth

Shawn Zoltak
Director | Financial Advisor
Celene Funke, CFP®, SE-AWMA®
Financial Advisor
Michael Benash
Client Specialist
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...
Kelsey Schommer
Client Assistant
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,...
Baird Extended Team
Tim Steffen CPA-PFS, CFP®, CPWA®
Director of Advanced Planning
Kelsey Clair, CPA®, CPWA®
Senior Tax Strategist
Scott Grenier, CFP®, AEP®
Senior Vice President, Manager of Financial & Estate Planning
James Guckenberg, JD, CTFA
Vice President, Senior Estate Planner
Jeannette Haen
Vice President, Investment Products Consultant- Education Planning