Allison Menke, CPA, QPFC
Associate Branch Manager | Financial Advisor
Allison is a financial advisor with the Tooley Ruhe Menke Group. Having joined the team in July 2022, Allison brings the team a unique set of skills to solve complex problems and provide our clients with creative solutions.
Allison is a registered investment advisor representative and is Series 7 and Series 66 licensed. She is also a licensed life and health insurance agent. Allison maintains her CPA designation. She also works with businesses to help tailor and implement qualified retirement plans and is a Qualified Plan Financial Consultant.
Prior to joining Baird, Allison served13 years as VP of Finance and Corporate Controller for a privately held business. She has 8 years of public accounting experience serving a variety of industries including banking, manufacturing, non-profits, and employee benefit plans for whom she provided consultative services and performed audits in accordance with GAAP.
Allison graduated from Indiana University Kelley School of Business with a bachelor’s degree in accounting and international studies.
Committed to the Community
Allison and her husband, Jon, are members of Salem United Church of Christ. Allison is active in community service and currently involved with the Dubois County Community Foundation, Junior Achievement of Southwestern Indiana, Young Life, and Kiwanis.
She resides in Holland, Indiana with her husband Jon and their three children Max, Mya and Cooper. In her free time, she enjoys attending her children's sporting activities, going to the gym, reading, and volunteering in the community.
Why Baird?
Allison is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.