Melissa Coppage
Financial Advisor
262-523-5610
Melissa began her career in financial services in 1996 and holds Series 6, 7, 63, and 65 licenses. She is dedicated to helping clients build a strong understanding of the strategies designed to support their long-term financial goals....
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Ashley Iwinski
Associate Financial Advisor
262-523-5610
Ashley is committed to delivering personalized, strategic financial guidance. A Southeast Wisconsin native, she earned her Bachelor’s degree in Finance and Economics from the University of Wisconsin–La Crosse and her MBA from the...
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Brittany Frank
Client Assistant
Brittany joined Baird as a Client Assistant in May of 2026. She graduated from UW-Whitewater with a bachelor’s degree in finance. Passionate about financial planning, Brittany especially enjoys incorporating tax strategies into the...
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