Richard Verthein
Director @Baird
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WORK HISTORY
Director @Baird
Waukesha, WI, US
EDUCATION
Lubar College of Business
B.A., Accounting, Finance
DePaul University
Certificate Program in Financial Planning
Yale School of Management
Wealth Management Theory & Practice
SKILLS
ABOUT RICHARD VERTHEIN
Who we are.The BVB Group is a team of multi-generational investment wealth managers with experience working with affluent individuals and families. Through advanced financial planning, we help our clients and their families achieve peace of mind in their financial security. We have an advanced understanding of trust and estate planning and work well with our clients\' other professional advisors. We are immensely collaborative with our clients which helps establish a level of trust that we feel is unparalleled.Why We Do What We Do.The relationships we build with our clients and their families is the most rewarding part of what we do. We view our clients as a partner in our process as we help them achieve peace of mind in their financial security. For more details on The BVB Group and the services we provide please give us a call at 26••••••44 or visit our webpage at: *Baird does not offer tax or legal advice
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