The Le Clair Bemis Miller Davis Group - Baird Private Wealth Management

05/25/2026

Memorial Day is a powerful reminder that freedom is not free. Today, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our freedom. May we never forget their courage, service, and selflessness.

Wishing you all a meaningful Memorial Day!

04/21/2026

Congratulations to Jennifer Le Clair-Bemis, CFP® for being recognized by Shook Research as a 2026 FORBES America's Top Women Wealth Advisors Best-In State, published on 2/4/26. This ranking is based on data as of 06/30/2025.

This honor reflects Jennifer’s strong leadership, dedication to clients, and commitment to excellence in wealth management. Congratulations on this well deserved recognition!

04/17/2026

Caring for aging parents often brings important conversations to the forefront — and they’re not always easy. Taking time to think through future care needs and planning ahead can help reduce uncertainty during an already emotional season of life. Reviewing the considerations below may help create a more thoughtful starting point for ongoing family conversations.

As our nation ages, many Americans are turning their attention to caring for aging parents.

04/14/2026

Proud to be part of the Baird team and the culture we’re fortunate to experience here in Sheboygan. For 23 years, Baird has been recognized as a great place to work, reflecting a continued focus on its people.

04/10/2026

Happy National Pet Day! Cory Davis has his own personal rollover specialist to help with those “ruff” calls. Come see us if we can give you a hand (or paw) as you plan for your retirement!

04/07/2026

Congratulations to Nancy Miller on her promotion to Director and Jennifer Le Clair-Bemis on her advancement to Senior Vice President. Your dedication and professionalism are recognized—well done!

This recognition is truly an honor, and one we owe to the trust and relationships we’ve built
with our clients.

04/03/2026

"Life insurance is an important part of financial risk planning, yet it’s often overlooked.
Taking the time to think through coverage needs can help clarify how life insurance supports the people and priorities that matter most within an overall financial plan."

How to help determine life insurance needs to provide for your family after you pass away.

03/31/2026

Student loans can feel daunting, but with the right perspective, they’re manageable.
For many borrowers, progress begins by understanding how student debt fits into the bigger financial picture. A thoughtful, well‑informed approach to repayment and budgeting can help create momentum and support long‑term financial confidence.

When it comes to paying off your student loan debt, you may have more options than you realize.

03/13/2026

Many people plan financially for retirement—but forget to plan for life after work. What will fill your days? Who will you spend time with? Where will you feel most at home as you age? These questions don’t come with price tags, but they play a big role in retirement happiness.

Things to consider before retirement.

03/10/2026

Retirement doesn’t just happen—you plan for it.
Knowing when you’re ready means understanding your income sources, healthcare options, spending needs, and even how you’ll spend your time once work ends. Whether retirement is right around the corner or years away, asking the right questions now can make all the difference.

Before you hang it up for good, ask yourself these 7 questions.