Thoughtful Financial Guidance for Life's Important Moments
At the Lanagan Spicer Vliek Group, we believe financial advice should be personal, thoughtful, and grounded in long-term relationships. As a wealth management team at Robert W. Baird & Co., we work with individuals and families throughout the Chicago metro area and Phoenix, Arizona to provide comprehensive financial planning, investment management, and wealth strategies designed to help clients move forward with clarity and confidence.
Anne Lanagan Recognized Among Top Women Leaders in Investment Management for 2026
We are proud to share that Anne Lanagan, CFP®, Director and Senior Investment Consultant with The Lanagan Spicer Vliek Group at Baird, has been named one of the Women We Admire "Top Women Leaders in Investment Management for 2026." This recognition highlights Anne's leadership within the financial services industry and her commitment to providing personalized wealth management, retirement planning, and investment guidance to individuals, families, and business owners in Chicago and beyond.
"Top Women Leaders in Investment Management" for 08/25/25-08/25/26 by Women We Admire, awarded on August 25th, 2026. Compensation was directly provided to obtain this award.
Who We Serve
The Lanagan Spicer Vliek Group serves individuals and families seeking comprehensive financial planning and personalized investment guidance at every stage of life. Our clients include professionals and business owners building and protecting wealth, families planning for long-term financial freedom, individuals approaching or transitioning into retirement, and those navigating major life or financial changes. We also specialize in working with women who want a trusted partner to help them make confident, informed decisions about their financial future.
Our Approach to Wealth Management
We provide comprehensive financial planning and investment management designed to help clients make confident decisions about their wealth. Our services include investment strategy development, retirement planning, estate and legacy coordination, and guidance through complex wealth transitions. Every recommendation is thoughtfully tailored to our clients’ goals, values, and financial circumstances.