Brian joined Baird in 2012 and soon after earned his Accredited Wealth Management Advisor designation from the College of Financial Planning. With more than a decade of experience, he combines holistic investment and financial planning expertise with a client-focused approach. Brian enjoys using his analytical mindset and passion for solving complex challenges to help clients navigate their financial lives with confidence.
Brian graduated from the Lubar School of Business at the University of Wisconsin- Milwaukee. Brian is very passionate about service and community. He has served on Baird’s NextGen Advisory Council and was previously a board member for the Juvenile Diabetes Research Foundation. In his time away from the office he enjoys biking, woodworking and golfing. He and his wife Theresa live in Pewaukee with their three children.