Professional Experience

Rob has dedicated over four decades to guiding clients through their financial journeys with integrity and expertise.  He served as Senior Vice President at Johnson Financial Group for 35 years.  Since 1989, Rob has worked side by side with his longtime client planning specialist, Anne Poisl - a partnership built on trust, continuity and a shared commitment to exceptional client service. 

In 2018, Rob and Anne made the decision to join Baird, where they could offer clients access to industry-leading resources, variety of planning tools and a broader suite of investment solutions. Rob specializes in personalized financial planning and delivers a high-touch advisory experience designed to help each client confidently pursue their unique goals - in life and in legacy.

Education 

Rob earned his degree in Economics from Wheaton College, where he was also a proud member of the Men's Basketball team - an experience that helped shape his leadership and team-oriented approach to life and business.

Rob is a CERTIFIED FINANCIAL PLANNER® professional, demonstrating his commitment to providing expert, objective and professional financial planning services.  Rob also adheres to a strict code of ethics and completes ongoing continuing education to stay current on the latest planning strategies and financial trends.

Personal Information

Rob was born and raised in Racine, Wisconsin and graduated from Park High School.  He met his wife, Jean, at Calvary Memorial Church and raised their three children Paul, Hannah and Rob in the same house he grew up in. 

His father, an immigrant from Denmark, started a small Masonry business in Racine.  Rob spent his summers working as a bricklayer, where he learned the value of hard work - a lesson that continues to guide his life and career today. 

Rob enjoys spending time with family, attending church, and getting outdoors whenever possible - whether it's a round of golf or a quiet afternoon fishing with his sons.  Most recently, Rob and Jean have embraced the joy of becoming grandparents, a role they absolutely love.  

Professional Experience

Joe joined the Racine office of Baird in 2018 and has been dedicated to delivering thoughtful, personalized wealth management ever since.  He focuses on understanding what matters most to each client and ensures every aspect of their financial life is aligned with their goals.

Before joining Baird, Joe spent seven years as a Senior Accountant at Deloitte, where he specialized in tax planning for high-net-worth individuals - experience that adds depth and technical insight to his financial planning approach. 

Education

Joe earned his bachelor's degree in Accounting and Economics from the University of Notre Dame.  Joe is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant - a combination that allows him to thoughtfully integrate tax efficiency into his clients' investment and financial planning strategies.

Personal Information

Joe lives in his hometown of Racine, WI with his wife Claire, and their three children - Grace, Anna and Rory.  He is actively involved in the community and currently serves as Treasurer of the Foundation Board at his alma mater, Racine St. Catherine's High School.

In his free time, Joe enjoys playing golf, cheering on local sports teams, traveling and spending quality time with his family.

Professional Experience

Rob brings a unique blend of investment expertise, real-world experience, and a deep commitment to helping clients make confident financial decisions.  He began his career in 2015 at INVEST Financial, where he quickly developed a passion for both the markets and the relationships behind great financial advice.  That passion led him to First Trust Portfolios, where Rob became one of the youngest Vice Presidents in the firm's history.  There, he specialized in ETFs and alternative investments - working closely with more than 250 financial advisor teams nationwide to deliver portfolio strategies, risk management solutions and market insights.

In 2022, Rob took the next step in his journey by joining his father's advisory practice at Baird, blending his investment knowledge with the lifelong commitment to family and service.  As part of the Jacobsen O'Brien Group, Rob focuses on helping individuals and families navigate complex financial lives with clarity, care and purpose. 

Education

Rob earned his degree from the University of Wisconsin-Madison, where he majored in Personal Finance - one of the nation's few programs registered with the CERTIFIED FINANCIAL PLANNER® Board of Standards.  His studies focused on comprehensive financial planning, investments and behavioral finance.  During his time at UW-Madison, Rob was also a proud member and leader within the Men's Golf Program, an experience that shaped his discipline, resilience, and team-first mindset. 

Rob is a CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® - reflecting his advanced knowledge in serving high-net-worth families and his dedication to acting in his clients' best interests.  Rob was recently recognized by SHOOK Research as a 2025 FORBES Top Next-Gen Wealth Advisors Best-In-State.  This recognition is part of a nationally coordinated ranking of top advisors under the age of 40, selected through a rigorous process by FORBES & SHOOK Research.  Making this a meaningful acknowledgement of Rob's dedication to serving clients with care & consistency.  Rob is also licensed in life & health insurance, which allows him to incorporate protection planning as part of a truly comprehensive financial strategy. 

Personal Information

Rob and his wife Kharissa are enjoying life with their 2 1/2-year-old son Robbie & newborn daughter Eleanor, focusing on what matters most - family, joyful moments and making lasting memories together.  Outside of work, Rob prioritizes staying active and present - not just as a financial advisor, but as a husband, father and friend.  He & Kharissa enjoy spending time outdoors, whether it's playing a round of golf or spending the day on the water.  Rob is grateful for the opportunity to do work he loves while building a life centered around the people who matter most. 

2025 FORBES | SHOOK Research Top Next-Gen Wealth Advisors Best-In-State published 8/6/25.  Rankings based on data as of 3/31/25. 

Professional Experience

Anne joined Baird in 2018 and quickly advanced her role.  She now holds the title of AVP Senior Client Specialist.  She brings with her over 30 years of experience in the brokerage and investment services industry.  In 2022, she earned the title of Client Planning Specialist, within Baird that recognizes her focus on financial planning and her expanded responsibilities in serving clients at a high level. 

Anne has worked alongside Rob Jacobsen since 1989, and together they’ve built a practice rooted in long-term relationships, personalized service, and meticulous attention to detail.  Prior to joining Baird, Anne worked at Johnson Investment Services, where she developed deep expertise in client service and operations within a high-performing advisory team.

Education

Anne earned her bachelor’s degree from the University of Wisconsin–Parkside. She holds her FINRA Series 7 and 66 licenses, and in April 2022, successfully completed the Wealth Management Certified Professional® program.  With this credential, she brings specialized knowledge in retirement planning, investment strategy, and risk management — helping ensure that every client receives thoughtful, coordinated support aligned with their goals.

Personal Information 

Anne lives in Mount Pleasant, Wisconsin, and is a proud wife and mom.  She and her husband, Joe, have two beautiful daughters, Danielle and Emily, and love spending time together as a family. 

Anne enjoys traveling and discovering new places whenever she gets the chance.  At home, she stays active with long walks and hikes through Wisconsin’s scenic trails.  When it’s time to slow down, there’s nothing she enjoys more than a quiet evening with family and a good book.