The Johnson Kellogg Lane Group - Baird Private Wealth Management

Financial Advisor

(262) 567-9320

[email protected]

Bryan is a Senior Investment Consultant for The Johnson Kellogg Lane Group in Baird’s Oconomowoc office. He specializes in forward-looking financial plans that consider insurance, long term care and retirement strategies as well as investment planning.

Background Bryan has over 20 years of experience in the financial services industry. Bryan began his career in 1996 at Strong Investments after obtaining a Bachelor’s degree in Finance from UW-Whitewater. While working at Strong, he continued his education and obtained his Master’s degree in Finance from UW-Milwaukee. After 10 years at Strong, the company was purchased by Wells Fargo, and Bryan made the decision to move his financial services to Baird and became a Certified Financial Planner™ professional.

Personal Bryan and his wife, Julie, reside in Sussex with their daughters, Ashley and Kayla. Bryan has stayed involved in the local community helping and volunteering coach for daughter’s activities. He enjoys staying active, golfing, and spending time with friends and family.

Steven T. Kellogg, CFP®

Financial Advisor

(262) 523-3800

[email protected]

Senior Investment Consultant Private Wealth Management Waukesha Office “Invest wisely so you can live generously.” That one, simple sentence is a window Steve’s wealth management philosophy and work with his clients. It is his mantra, guiding him to keep wealth in perspective of his most important priorities and helping him to counsel others with integrity and care. Background Steve is a Senior Investment Consultant for the Johnson Kellogg Lane Group in Baird’s Waukesha office. He has over 20 years of experience in the financial services industry and has also obtained the CERTIFIED FINANCIAL PLANNERTM certification. He graduated from the University of Wisconsin – Madison. Much of his work with clients centers on balance and values. His work is not simply about building, investing, and spending wealth; but about helping clients integrate financial planning with their own unique set of priorities and aspirations. Personal Steve and his wife, Ellen, reside in Brookfield with their four sons whose ages span eight years: Carlos, Max, Henrik, and Louis. Outside of work, Steve stays busy attending the boys’ soccer and basketball games as well as volunteering at their school. As a family, they enjoy spending time together outdoors biking, swimming and boating.

Angela Krause-Lane, CFP®

Financial Advisor

(262) 567-9320

[email protected]

Vice President Private Wealth Management Oconomowoc Office “I truly love the work that I do in helping our clients be financially successful and making sure their loved ones are taken care of so they can live a more generous life.” Angela is a Financial Advisor with The Johnson Kellogg Lane Group in Baird’s Oconomowoc office. Angela is passionate about financial planning. With the unexpected passing of her father at age 11, she experienced firsthand the effects and difficulties caused by a lack of proper financial planning. As a result, Angela became a CERTIFIED FINANCIAL PLANNER™ professional, with a driving passion to provide the best financial advice to clients. Background Angela is a graduate of Mount Mary University. She has over 20 years of experience in the financial services industry. Angela started her career in banking and worked at Strong Investments before joining Baird. Personal Angela is the current President of the Baird Women Advisors Council. She is also a Board Member of the National Christian Foundation Wisconsin. Angela previously served on the Board of Directors for Timber-lee Ministries. Angela and her husband, Aaron, reside in New Berlin with their four children.

Mary McCarthy

Consultant

Mary is a consultant with The Johnson Kellogg Lane Group. Long ago, her father sparked her interest in personal finance and investing; and she inherited his steadfast work ethic, as well as his logical and deliberate philosophy of the value and limitations of wealth. Background A veteran of the financial industry since 1995, Mary’s first career was in nutrition. After graduating from Penn State, she interned at the Massachusetts General Hospital and went on to do clinical work on the east coast. After moving to Wisconsin, Mary tapped her love of all things financial, earned her MBA at Marquette University, and joined Strong Capital Management where she started working with Bryan, Steve, and Angela – and she is proud to be with them today. Personal Describing herself as “stunned and excited” to be in her 60’s, Mary embraces life and new opportunities. Over the years, she has explored many interests including singing, gardening, quilting, and running. Most recently, Mary’s been rowing and has competed in several regattas. The mother of two daughters, Mary works remotely in Minneapolis, drawn there by the advent of her grandchildren whom she calls “My Adorables”.

Jacqui Egholm

Senior Client Specialist Private Wealth Management Oconomowoc Office Direct: (262) 567-9320 Toll Free: (800) 950-9320 Fax: (262) 567-3182 [email protected] Jacqui joined The Johnson Lane Group in 2014, bringing a wide range of experience from her previous role with Baird’s Institutional sales and trading team for the Midwest. She is responsible for client requests, administrative services, and account maintenance and she is dedicated to providing clients with a high level of customer service and an unparalleled customer experience. Background Jacqui attended University of Wisconsin-Madison, where she earned her Bachelor of Science degree in Family and Consumer Community Education. She also holds the FINRA Series 7, 63, and 66 licenses. Personal Jacqui is a member of Baird Gives Back, and a member of Baird’s Women’s Associate Resource Group Committees. She lives in Oconomowoc with her husband, Nathan, and their two kids. She enjoys a variety of outdoor activities including running, biking, kayaking, and hiking.

Jodene Geiger

Senior Client Specialist Private Wealth Management Waukesha Office Direct: (262) 523-5694 Toll Free: (800) 711-6127 Fax: (262) 523-5610 [email protected] Jodene joined Baird in September 2016 with over 22 years of experience in the financial services industry. As a Senior Client Specialist, she enjoys building relationships with her Financial Advisors and their clients. She considers herself a “people person” and values these relationships and sees them as the foundation for all they do. Background Jodene holds the FINRA Series 7 and 63 licenses and is WI State Health and Life Insurance licensed. Personal Jodene has lived her entire life in Wisconsin. She is married to her husband Mike and has one son, Jake. She and Mike hope to relocate to Arizona (where Jake currently resides) for retirement. She enjoys traveling with family and friends, outdoor activities and reading a variety of books from various authors.