Forster Herbenson Group - Baird Private Wealth Management

10/30/2026

Halloween fun at the Eau Claire office! 🎃👻 A few of us got into the Halloween spirit with some pretty creative costumes! Our Fun Committee took teamwork to a whole new level and dressed as Microsoft 365: Joyel as Teams, Amy as Outlook, Kristi as Excel, and Shelly as Word! 💻 Maci made quite the catch as a lobster 🦞, while Sara reminded us that sometimes the best things come as “Blessings in Disguise.” 😇

Wishing everyone a safe and Happy Halloween! 🧡🖤

10/08/2026

🎃👻 Getting into the Halloween spirit! 👻🎃
A little creativity goes a long way! Our office recently gathered for an afternoon of crafting, transforming an assortment of supplies into festive witch hats and ghost decorations. We enjoyed spending time together, getting creative, and celebrating the season with a touch of Halloween fun. 👻🧙‍♀️

10/01/2026

🎉 Please join us in wishing Kegan Fassler, Associate Financial Advisor, a very happy birthday! Kegan is a valued member of our team, and we're grateful for the dedication, knowledge, and enthusiasm he brings each day. We hope your birthday is filled with celebration and that the year ahead brings happiness, success, and plenty of new adventures! 🎂🥳

09/08/2026

🎉 Congratulations, Zander Rockow! 🎉

We’re excited to celebrate a major milestone for our intern, Zander Rockow, who has successfully passed the Series 66 Exam! This achievement reflects his hard work, dedication, and commitment to building a career in the financial services industry.

Zander will continue his internship with Baird while beginning his final year at the University of Minnesota Carlson School of Management. He is on track to graduate in May with a degree in Finance.

Please join us in congratulating Zander on this impressive accomplishment and wishing him continued success as he completes his final year of college. We’re proud to have him on our team and look forward to all that lies ahead!

👏 Congratulations, Zander, and best of luck this year! 🎓

09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

09/03/2026

In observance of Labor Day, our office will be closing at 3:00 pm on Friday, September 4 and closed on Monday, September 7. We will reopen at 8:00 am on September 8. We are grateful for your continued trust and truly appreciate our relationship.

08/20/2026

🎉 Congratulations, Laura Hartman! 🎉We’re thrilled to announce that Laura has passed her Series 66 license exam. Her dedication, perseverance, and hard work have truly paid off!

As a result of this incredible achievement, Laura has been promoted from Client Assistant to Client Specialist. This well-deserved advancement reflects her growing expertise and commitment to delivering exceptional service to our clients.

Please join us in celebrating Laura’s success and wishing her continued growth in her new role. We’re proud to have her on our team! 👏👏👏

08/10/2026

🎉 Happy Birthday, Kristi! 🎉 Today we're celebrating Kristi Kennedy, our wonderful Senior Client Specialist and team member since 2019. We're grateful for the dedication, kindness, and positivity she brings to our clients and colleagues every day.

Kristi enjoyed her annual spin of the Birthday Wheel and chose the Quest Frosted Cookies! They're perfect for her healthy lifestyle, with 5 grams of protein, less than 1 gram of sugar, and just 1 gram of net carbs. 🍪💚

Join us in wishing Kristi a fantastic birthday and an amazing year ahead! 🎂✨

07/29/2026

📣 We’ve launched a new website!

We’re excited to share the new online home of the Forster Herbenson Group. Visit our updated website to learn more about our team and the comprehensive services we offer, including investment management, retirement planning, tax planning, estate planning, business services, and trust & wealth services.

Explore helpful resources, financial insights, and tools designed to help you stay informed and connected.
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The Forster Herbenson Group provides integrated financial planning and investment management—designed to work together so the decisions you make today support the life you want tomorrow.

07/23/2026

🎉 Happy Birthday, Anthony! 🎉Today, we're celebrating Anthony Herbenson! Anthony's leadership, dedication, and commitment to helping clients and our team succeed make a lasting impact every day. We are grateful for all that he does and are proud to celebrate him on his special day. Please join us in wishing Anthony a very happy birthday and a wonderful year ahead filled with happiness, good health, and continued success! 🎂🎈🎁