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Baune Financial Team

Experienced Leaders Committed to Serving You

At Baune Financial, our goal is to help you achieve peace of mind by charting your course to financial security. Our capabilities stem from having knowledgeable, credentialed, experienced team members who are committed to providing world-class service to each of our clients. No matter what age or stage of life you’re in, we’re here to serve you and your family now and for generations to come. Click below to learn about the personal and professional backgrounds of the Baune Financial team.

Bradley J. Baune CLU®, ChFC®

Founder and CEO

Michael Jon Reed CLU®, CFP®

Partner and Private Wealth Advisor

Kyle J. Baune CFP®

Partner and Private Wealth Advisor

Justin T. Cattoor CLU®, ChFC®, CFP®

Private Wealth Advisor

Hunter J. Even

Advisor

Daniel J. Swift CLU®

Chief Operating Officer

Stephanie Wilcox

Chief of Staff

Lindsay L. Olson CFP®, ChFC®

Director of Client Experience

Matthew Dickson

Client Service Associate

Keri L Soyka

Client Service Associate

Briana Conlan

Client Service Associate

Christopher R. Ourada CFP®

Associate Wealth Management Advisor

Dawson Nagel

Financial Planning Analyst

Ann Hickmann

Financial Planning Analyst

Benjamin J. Uphoff

Director of Investment Operations

Andrew E. Busalacchi CIMA®

Portfolio Advisor

Donna M. Wegmann

Insurance Operations Associate

Cathy M. Cooksy

Service Associate

Barbara J. Braaten

Marketing Assistant