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How We Work

How We Work

At the Gebhardt Schliepp Group, we plant the seeds that fund your family’s future lifestyle. We integrate investment management into all areas of financial planning including estate planning, tax strategies, retirement and insurance needs. With over 60 years of experience, our team has the diversity and expertise to work with clients through all the stages of their life. We strive to not only earn your business today, but for years to come.


Our clients do not work with just a single advisor but with our entire team for a wide range of viewpoints and expertise.

Meet Our Team

John Gebhardt

Director | Financial Advisor

715-261-4800

JGebhardt@rwbaird.com

John joined Baird in 2007, bringing with him a wealth of expertise in correlation analysis, ETFs, and redemption bonds. As a PIM Manager, John has amassed significant investment experience, consistently focusing on wise investing to...
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Andy Schliepp, CFP®

Director | Financial Advisor

715-261-4828

aschliepp@rwbaird.com

Andy joined Baird in 2007, bringing with him extensive experience in financial advisory. As a CERTIFIED FINANCIAL PLANNER™ professional, Andy specializes in assisting families with their estate and wealth planning needs. Leveraging his...
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David Gebhardt

Director | Financial Advisor

704-571-7398

dgebhardt@rwbaird.com

David joined Baird in 2009, where he focuses on the wealth-building process for clients. Primarily working with families and business owners, he creates actionable strategies to build their net worth, net of taxes. David partners with...
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Chris Schliepp

Senior Vice President | Financial Advisor

715-261-4825

cschliepp@rwbaird.com

Chris joined Baird in 2014, bringing with him many years of industry experience. Prior to Baird, Chris worked for over a decade with Liberty Mutual Insurance as an agent and Branch Manager, serving in various offices throughout...
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Paul Schliepp

Financial Advisor

715-261-4826

pschliepp@rwbaird.com

Paul joined Baird in 2024, bringing extensive client service experience and over five years of expertise in the insurance industry. Specializing in financial planning and insurance, Paul is known for his ability to build and maintain...
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2026 Outlook: Market and Policy