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For nearly 25 years, Joe has tapped Baird’s extensive network of resources to assist clients in meeting their financial goals. Relying on his experience and advanced training in portfolio management, he develops customized investment strategies designed to help clients optimize returns and manage risk.
Joe received a Bachelor of Arts degree from the University of Wisconsin-Milwaukee and later attained his Certified Investment Management Analyst certification through the Wharton School of the University of Pennsylvania. He has also completed Baird's Investment Consultants Program hosted at the University Of Chicago Booth School Of Business.
Joe is a member of the Advisory Council of the Waukesha County Community Foundation and is past Chairman of the Financial Advisor Advisory Committee for Baird. He and his wife, Linda, live in Brookfield, have three children, Theresa, James and Thomas, along with two grandchildren.