Jeff Schmit is a Managing Director at Baird’s North Shore office, where he’s been helping high-net-worth individuals and families navigate life’s major financial milestones since joining the firm in 1996. Whether planning for college, retirement, or multi-generational wealth transfer, Jeff’s approach emphasizes thoughtful asset allocation tailored to each client’s goals and risk tolerance. Jeff is a proud member of Baird’s Chairman’s Club, recognized for his outstanding contributions to the firm’s success and his unwavering commitment to client service. A graduate of the University of Wisconsin–Whitewater, Jeff brings both technical expertise and a personal touch to every client relationship.

Beyond his professional work, Jeff is deeply involved in his community. He has served on the board of Ozaukee Family Services since 2000 and contributes to the St. John XXIII School Finance Committee and Endowment Fund. He’s a former co-chair of the school’s Key Event, a past member of the Port Washington Lion’s Club, and a founding member of the American Cancer Society Relay for Life in Port Washington—an initiative that has raised hundreds of thousands of dollars for cancer research and survivor support.

In 2016, Jeff was honored with Baird’s Kasten Private Wealth Management Award. The Kasten Award honors Baird associates who not only provide outstanding advice and service to their clients, but those who also serve as role models of the firm’s cultural values.

2016 Kasten Private Wealth Management Award Winners

Jeff lives in Port Washington with his wife, Angel, and their children—Jake, Ella, Julia, and Brady. In his free time, he enjoys running, traveling, and making meaningful memories with his family.

Jeff holds his FINRA Series 7, 63, and 65 licenses, along with Life, Health, and Variable insurance licenses.

John Lewenauer is a Managing Director at Baird’s North Shore office, bringing with him more than 38 years of experience in the financial services industry. Throughout his career, John has provided both individual and corporate clients with strategic guidance, supported by thorough market analysis and in-depth research. As a recipient of Baird’s Chairman’s Council and Baird Only honors, John is recognized for his commitment to developing client-focused investment portfolios and consistently delivering superior service.

With a solid foundation in capital markets, John specializes in portfolio asset allocation, applying market-driven approaches and client-specific strategies across both equity and fixed income markets. In addition to investment management, he offers comprehensive tax and estate planning services, ensuring that his clients benefit from informed decision-making tailored to their unique circumstances. John's extensive knowledge and focus on personalized solutions have made him a trusted advisor, fostering decades-long relationships with clients who seek long-term financial success.

John earned his bachelor’s degree in finance with honors from the University of Colorado, Boulder. Outside of his professional responsibilities, John is actively involved in community service. He serves as vice chairman on the board of HEAR Wisconsin, a director of three charitable foundations, overseeing both research and the strategic distribution of funds to maximize their positive impact. John also manages personal real estate investments as well as serving as President of his subdivision’s homeowner’s association. John’s passion for vintage automobiles is reflected in his role on the board of the 190 SL International Group.

John has been married to his wife Linda for 40 years, and together they enjoy spending quality time with their adult children, Mark and Rachel.

He maintains FINRA Series 7 and 63 licenses.

Connor Day is a financial advisor at Baird’s North Shore office. Connor was raised in Beloit, Wisconsin and graduated from the Wisconsin School of Business at UW-Madison in 2017. Connor began his career at ABC Supply Company. There, he quickly distinguished himself as a successful branch manager in the company, and over the span of five years, led a high-performing team and became a trusted partner for builders and contractors in the greater Milwaukee area.

In 2022, Connor joined Baird and was selected for the firm’s Private Wealth Management Foundations Program; an intensive training experience designed to deepen advisor’s expertise and strengthen collaboration with Baird’s internal support teams. That same year, he joined The Schmit Group.

Connor specializes in advanced financial planning to help others navigate significant life events. Connor’s approach begins with focusing on people to build meaningful, long-term relationships. He works closely with individuals and families, his team at Baird, and clients’ CPAs and attorneys to implement personalized planning strategies. 

Connor lives in West Bend, Wisconsin, with his wife, Elizabeth, and their dog, Hollis.He’s active in the local community, serving on the board of Habitat for Humanity of Washington & Dodge Counties. Outside of work, he enjoys being outdoors, following Wisconsin sports, and spending time with family and friends across Wisconsin. 

Connor holds his FINRA Series 7 and 66 licenses.

Shelly Buestrin is a PWM Team Client Service Lead, bringing over 20 years of industry experience—including more than 15 years at Baird—to her role supporting our private wealth management clients. Since joining the North Shore branch in 2011, Shelly has been a steady and knowledgeable presence, becoming a trusted resource for both clients and colleagues. She has a particular passion for guiding clients through the estate process, offering compassionate support during life’s most challenging transitions. Whether helping navigate the loss of a loved one or coordinating with Baird Trust, our Wealth & Estate Planning team, or outside experts, she ensures every detail is handled with care. Her expertise in account transfers, maintenance, and problem resolution reflects her commitment to personalized service and thoughtful solutions.

A natural mentor, Shelly has supported and trained many team members over the years. In 2016, she was honored with Baird’s prestigious Kasten Private Wealth Management Award. The Kasten Award honors Baird associates who not only provide outstanding advice and service to their clients, but those who also serve as role models of the firm’s cultural values.

2016 Kasten Private Wealth Management Award Winners

Shelly lives in Mequon with her husband, Tom and their daughter, Grace. Outside of work, she’s known for her competitive spirit—especially when it comes to games like Cribbage and Scattergories. Shelly enjoys spending her weekends and evenings practicing pilates or cheering on her daughter at volleyball games.

Shelly holds her FINRA Series 7 and 66 licenses.

Jordan Schanen is a Senior Client Specialist in the Baird North Shore office. She began her journey at Baird as an intern in 2017, officially joining the North Shore Office full-time in 2018. Since 2021, she’s been an integral part of our team, bringing her signature blend of professionalism and warmth to every client interaction. As a Senior Client Specialist, Jordan oversees our day-to-day client service and onboarding experience, ensuring each relationship starts and continues with exceptional care and attention.

Known as a go-to resource by both clients and colleagues, Jordan’s expertise spans training, policy and technology, best practices, and operational efficiency. Her approachable style and deep knowledge make her a trusted partner in navigating both routine and complex needs. In recognition of her outstanding contributions, Jordan was honored with Baird’s Branch Support All Star Award in 2023—celebrating her commitment to excellence and her impact across the firm.

Jordan earned her B.S. in Business Management & Finance from Concordia University. Her academic journey also took her abroad to study at John Cabot University in Rome and Corvinus University in Budapest—experiences that deepened her global perspective and love for travel.

She currently lives in Grafton with her husband Nick, where she has found a joy for gardening and experimenting with new recipes.

Jordan holds her FINRA SIE, Series 7, 63, and 65 licenses.

Brooklyn Levenhagen is the newest member of The Schmit Group, bringing fresh energy, a strong work ethic, and a passion for client service. With a background in financial services and a keen eye for detail, Brooklyn is dedicated to supporting our clients through every step of their financial journey.

She plays a key role in ensuring a smooth and personalized experience for each client, assisting with account maintenance and day-to-day service needs. Brooklyn’s approachable nature and commitment to excellence make her a valuable resource for both clients and colleagues.

Brooklyn earned her B.S. in Finance and Business Analytics from the University of Wisconsin–La Crosse.

Outside of work, Brooklyn enjoys spending time with family and friends, exploring new places, and staying active. She’s excited to grow with the team and contribute to the high standard of care our clients have come to expect.

Brooklyn holds her FINRA SIE and is currently studying for other securities licensing exams