The legacy and foundation of The Baumann Braun Group began at Baird more than 30 years ago. Richard Bomberg and Dennis Layne built a strong team dedicated to providing clients with exceptional service and support. Tony has worked alongside Richard and Dennis since 1993, and Lori joined the team in 2004. After formalizing their partnership in April 2013, Lori and Tony have continued to build upon the foundation established by Richard and Dennis. 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.

Our team continues to evolve to better serve our clients. Gary Garvin serves as an Associate Financial Advisor and brings expertise in financial, tax, and estate planning, strengthening our ability to help clients navigate complex financial decisions. In June 2026, we welcomed Mateo Reyes to the team as a Client Assistant. A recent graduate of the University of Wisconsin-Milwaukee with a bachelor's degree in finance, Mateo's dedication to client service and commitment to supporting our team make him a valuable 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.