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Locally, our Waukesha branch has been growing the right way since 1986. As the Branch Manager, I promote a competitive but collaborative client-first culture. Learn more about my vision to grow Baird's presence the right way, with the right advisors, in the Waukesha-area.

I would love the chance to sit down over coffee or lunch and talk conceptually about what we do here at Baird and learn about you and your practice. Please feel free to email me or call me directly.

Baird attracts many of the industry's finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For nearly 100 years, we have provided the tools and environment advisors need to best guide and serve their clients:
  • A partnership culture backed by employee ownership
  • Industry-leading research
  • Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments
  • A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human capital needs
  • Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management
  • Full-service support and state-of-the-art technology
  • A team of dedicated specialists focused on making your transition to Baird as smooth as possible

Learn more about how you can run with your ambitions at Baird.