Jim spent seven years practicing law before he joined Baird in July of 2000. That experience gives him a unique problem-solving perspective, which he uses when working with clients toward their financial goals.
He successfully completed Baird's Advanced Investment Counsel Program at the University of Chicago, earning the designation of Senior Investment Consultant. The AIC Program was led by professionals from Baird and involved a five-day course of study, focusing on the needs of clients and planning techniques surrounding those needs. (Please contact Jim for more information about the AIC Program.) Jim earned his Bachelor of Business Administration, Cum Laude, from the University of Wisconsin-Whitewater, and his Juris Doctor from the University of Wisconsin Law School.
Jim lives in Grafton with his wife, Leigh, and their dog, Daisy. An avid tennis player, Jim also enjoys hiking and singing, and has appeared on stage in local musical theater productions and with the Milwaukee Symphony Chorus.