The legacy and foundation of The Baumann Braun Group started with Baird over 30 years ago. Richard Bomberg and Dennis Layne consistently built and developed a strong bench within the team to ensure their clients received the support they needed. Tony worked with Richard and Dennis since 1993. Lori joined the team in 2004, and she and Tony formalized their partnership in April 2013. Since then, we have continued to build our team – now as The Baumann Braun Group – guided by the evolving needs of our clients. This approach has allowed us to serve families across multiple generations with the trust and care they deserve. We share a simple, yet powerful philosophy: to provide advice with integrity and care with quality.

Enhancing your experience working with us is our exceptional administrative support team, Chris and Dee, whose service, knowledge, and attention to detail are invaluable. New to our team in 2025 is Gary Garvin, an Associate Financial Advisor. Gary brings specific expertise in financial, tax and estate planning, further strengthening our ability to serve you. We’re also excited to welcome Erica Nelson to our team as a Client Assistant. Coming from a career in the education field, Erica brings a unique blend of empathy, enthusiasm, and passion for helping others. Her ability to connect with people and her commitment to service make her a wonderful addition to our client-focused culture.

We would like to thank you for your continued trust throughout the last 30+ years and for being part of a trusting partnership – for your financial future, and for generations to come.