The Phillips Ristau Group

We extend our heartfelt congratulations to this year's Milwaukee Magazine Betty Award winners: Bridget Whitaker, Ellen Friebert Schupper, Peggy Williams-Smith, Laura Gutiérrez, Linda Edelstein, and Linda Mellowes (not pictured). These extraordinary women embody the spirit of leadership, creativity, and community impact. Milwaukee shines brighter because of you. Thank you for all that you do!

Had so much fun supporting a wonderful cause with wonderful people. We were honored to sponsor a table at the Wisconsin Humane Society gala helping them continue to advocate for animals and the people who love them.

The Phillips Ristau Group has been recognized by Forbes | SHOOK Research as a 2025 Best-In-State Wealth Management Team. This achievement was made possible due to Emily Phillips, Jodi Ristau, Mike Brown, Sara Aalpoel, Katie Warner-Smith, Abigayle Spitzer, and Sara Pforr's dedication, focus, and complementary skills and strengths serving clients and the community with a human first philosophy. We extend our deepest gratitude to our clients and to Baird whose ongoing support and trust make this recognition possible.


2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.

🎉✨ for an unforgettable night! ✨🎉

Co-chair Emily Phillips from Baird invites YOU to the Girls on the Run Sneaker Soiree! 👟💜 Let’s celebrate empowerment, community, and making a difference—all while enjoying a Mardi Gras-themed evening of fun! 🎭

📅 Date: Friday, February 28th, 2025

📍 Location: Pfister Hotel

Grab your friends, don your festive attire, and get ready for an inspiring night filled with impact, laughter, and giving back. 🌟 Proceeds help Girls on the Run empower more girls in Southeastern Wisconsin!

🎟️ Secure your spot today: GOTR25.givesmart.com

Things to consider before year-end regardless of changes that could result from today's election results. Good sound advice from one of our colleagues, Tim Steffen, Baird's Director of Advanced Planning.

Planning Moves to Consider Before Year-End Perhaps more than any other year, 2024 may feel especially important when it comes to financial decision making. Tim Steffen, Director of Advanced Planning, ...

The Phillips Ristau Group was proud to support Renaissance Theaterworks’ 2024 Raise a Glass gala last night continuing the mission of “Theater by Women, for Everyone”.