Tom, currently a Managing Director, brings 27 years of institutional trading experience at Baird to his clients, offering them a unique perspective on financial markets and a deep level of service through his strong relationships with the experts at Baird. Tom emphasizes creating financial plans with accurate asset allocation to meet clients' present and future needs. Tom is a graduate of Duke University and University School of Milwaukee.

Tom and his wife Maura reside in Mequon, WI and enjoy spending time with their three children. They are supporters of Boston College, Divine Savior Holy Angels High School and Marquette University High School.

Tom was recently recognized by Shook Research as a 2025 FORBES Best-In-State Wealth Advisors published on 4/8/25. Rankings based on data as of 6/30/24. Article

Tim joined the financial services industry in 2007 and is a knowledgeable resource for clients. Tim enjoys working with individuals and families to understand their needs and help them develop a plan to achieve their long-term financial goals. A U.S. Army veteran, Tim and his wife Amanda live in Glendale, WI.