The Ingersoll Koesters Group

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

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Baird Digest

Baird's Quarterly Economic and Market Outlook

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Perspectives on Tax Planning

Too often, taxes are thought of once or twice a year, but a truly effective tax plan is year-round and on a multi-year basis.

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Retirement

We create strategies that are tailored to your needs and goals.

Financial Planning

Years of experience have prepared us to guide you through your life transitions.

Estate and Legacy Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Investment Management

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Meet the Team

Denise Ingersoll

Director

937-428-3021

dingersoll@rwbaird.com

Stacie Koesters, CFP®

Financial Advisor

937-428-3022

skoesters@rwbaird.com

Erica Smith

Financial Advisor

9374283024

ersmith@rwbaird.com

Benjamin Sharff

Client Specialist

937-428-3014

bsharff@rwbaird.com

About Baird

In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.

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Tax Information Center

Your guide to tax documents brought to you by Baird + other important information.

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Bull & Baird Blog

Michael Antonelli shares his thoughts on the markets.

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