Erica Kroll’s role as an insured solutions consultant for Milwaukee-based Baird requires her to be independent and objective for 1,400 financial advisors and their clients.
“Over her 20-year career at Baird, she has emerged from a generalist to a highly sought-after specialist on everything ranging from life, long-term care and disability income insurance. Her impact on our advisors’ relationships with their clients cannot be overstated – from cementing prospective clients into lifelong clients to guiding existing clients through their most tumultuous periods in their lives – she is truly remarkable,” said Blake Panosh, senior insured solutions consultant and former insured solutions manager for the private wealth management division at Baird.
Other colleagues agree.
“Erica has been our go-to resource for insurance for many years. Her extensive knowledge, objectivity and passion for doing the right things for our clients makes her an invaluable extension of our team,” says a Baird advisor in southeastern Wisconsin.
“Erica’s superpower is her devoutness to holistic wealth planning,” says an advisor in Baird’s Seattle office.
