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Milwaukee Five Star award winners

PROFESSIONAL PROFILE

The Consiglio Osmanski Hienz Group

Baird
N17W24222 Riverwood Dr Ste 240
Waukesha, WI 53188
Office: 262-523-5613
aconsiglio@rwbaird.com
TheCOHGroup.com

Professional Approach

The Consiglio Osmanski Hienz Group’s philosophy is to build lasting relationships by utilizing a comprehensive financial plan based on their clients’ goals, risk tolerance and time horizon. They then develop a portfolio with products the client is comfortable with and understands using an asset allocation catered to the specific needs of their client. They believe the key to a successful client relationship is by first establishing trust built on good communication and a thorough understanding of their clients’ needs.

Anthony E. Consiglio, CFP®

Managing Director

Phone: 262-523-5613

Anthony joined Baird in 1996; his areas of expertise include comprehensive wealth management including investments, insurance, wealth transfer and retirement planning.  Anthony earned a Bachelor’s degree in Mechanical Engineering Technology from MSOE in 1994.  He obtained his Certified Financial Planner™ certification in 2004 and has been annually recognized in Milwaukee Magazine as a FIVE STAR Wealth Manager since 2009 and a member of Baird’s Chairman’s Club since 2006 and was recently recognized by FORBES as a Best in State Wealth Advisor for 2019 and 2020. 

Anthony is active in the community as a Past President and board member for the Elmbrook Rotary Club and Foundation, member of Rotary since 1997 and has received multiple Paul Harris Fellow awards.  Anthony and his wife Jodi reside in Hubertus with their children, Nicolas, Zachary and Ashlee.  He is actively involved with Boy Scouts and at St. Gabriels Church and School.  He also enjoys hunting, fishing, hiking and biking with his family.  Anthony is also a board member for the Boys Scouts of America - Potawatomi Area Council.

Chad R. Osmanski, CFP®

Director

Phone: 262-523-5653

Chad joined Baird in 1999 and focuses on financial planning, including investment management, retirement, insurance and wealth transfer planning.  He specializes in assisting retirees and pre-retirees develop strategies to achieve their financial goals.  Chad earned a bachelor’s degree with a major in business and a minor in statistics from Winona State University in 1999.  He obtained his Certified Financial Planner™ certification in 2008 and has been recognized in Milwaukee Magazine as a FIVE STAR Wealth Manager since 2009.

Chad and his wife Rachel live in Pewaukee with their three children, Vayda, Vincent and Vaughn.  He is a member of Milwaukee Officials Association, is a WIAA basketball official and is actively involved with coaching youth sports in the Waukesha area.  In his free time, Chad enjoys reading, sports, officiating, fitness and spending time with family.

William M. Hienz, CFP®

Senior Vice President

Phone: 262-523-3800

Bill has been a financial advisor for more than three decades. He joined Baird as a Branch Manager in 2000. As a Senior Vice President, he helps clients look beyond market cycles to create comprehensive, long-term strategies that help them reach their financial goals.  These include retirement, wealth transfer and philanthropic interests. Bill received his master’s and doctoral degrees from the University of Illinois at Urbana-Champaign and earned the Certified Financial Planner™ certification in 1989. He has been recognized in Milwaukee Magazine since 2009 as a FIVE STAR Wealth Manager.

Bill and his wife Paula live in Brookfield, where he enjoys music, reading and trying to keep track of his four adult children and five grandchildren. Bill previously served on the boards of the String Academy of Wisconsin and the Franklin Educational Foundation.

Monica G. Nichol, CFP®

Financial Advisor

Phone: 262-523-5611

Monica’s driving principle in her practice is to educate her clients so they can be more confident and in control of their finances. She first aims to understand what is important to her clients and their families. Together they create a financial plan tailored specifically to their needs and goals. Monica then aligns investment strategies around the financial plan created in collaboration with her clients.

Monica attended the University of Wisconsin-Madison where she earned her Bachelor of Science in Personal Finance & Investing as well as her Bachelor of Science in Spanish Language. She holds her CERTIFIED FINANCIAL PLANNER™ designation and is recognized as a FIVE STAR Wealth Manager.

Outside of the office, Monica enjoys serving her community and staying active. She serves on the Board of Directors for Wellpoint Care Network for The Women & Girls Fund of Waukesha County.  Monica is also an active member of TEMPO-Waukesha, and Boss Ladies MKE. She loves running, practicing yoga, golfing (formerly a member of the LPGA Amateurs). Monica resides in Milwaukee with her husband, Patrick, and their cats, Kiki & Gigi, and Great Dane, Snoop.

This award was issued on 06/01/2023 by Five Star Professional (FSP) for the time period 09/12/2022 through 03/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1,636 Milwaukee-area wealth managers were considered for the award; 173 (11% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 1523, 171, 11%, 6/1/22, 9/27/21 - 3/25/22; 2021: 1036, 169, 16%, 5/1/21, 9/7/20 - 4/9/21; 2020: 1092, 172, 16%, 6/1/20, 9/16/19 - 4/10/20; 2019: 1061, 224, 21%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1461, 220, 15%, 6/1/18, 10/3/17 - 4/18/18; 2017: 1148, 237, 21%, 6/1/17, 9/30/16 - 4/17/17; 2016: 923, 370, 40%, 5/1/16, 9/6/15 - 5/5/16; 2015: 1329, 430, 32%, 6/1/15, 9/6/14 - 5/5/15; 2014: 1744, 397, 23%, 6/1/14, 9/6/13 - 5/5/14; 2013: 2672, 524, 20%, 6/1/13, 9/6/12 - 5/5/13; 2012: 1291, 303, 23%, 6/1/12, 9/6/11 - 5/5/12.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.