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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Meet Our Team

Karen Heintz

Market Director



Karen is the the Market Director for Minnesota, South Dakota and Western Wisconsin. She joined Baird from UBS Financial Services, formerly Piper Jaffray. Karen also worked at RBC Dain Rauscher as a Financial Advisor for several years before becoming a Branch Manager. Prior to that Karen was a Human Resources Manager in the Financial Services industry in Atlanta, Dallas and Minneapolis. She served as a United States Army Officer stationed in Germany and is a graduate of the University of Wisconsin-Madison. Her interests include gardening, cooking, baseball, downhill skiing and travel. Active in the community, Karen is a volunteer for the East Harriet Farmstead Neighborhood Association and has served on the Board of Directors for the Park Square Theatre in St. Paul and the Bloomington Theater and Arts Center, now called Artistry. Karen lives in South Minneapolis with her teenage daughter Casha.

Amy Gilbert

Branch Administrative Manager