Our team is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to join Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions. Contact us today to explore a partnership with the Didion Gustin Costello Group and Baird.
Qualified Plan Financial Consultant
Before joining Baird, Mark served the needs of clients at Thrivent Financial after a career in teaching, coaching, and educational publishing. His experience lends itself to helping clients to more easily understand their situation, their goal destination(s), and how to develop a plan to help them most efficiently reach that destination.
In addition to working with private clients, Mark has earned the Qualified Plan Financial Consultant designation with a focus on solutions for business owners. These include deferred savings for owners, employer sponsored retirement plans, succession planning, business protection, and recruit, retain, and reward plans for key employees.
Mark and his family live in Fort Atkinson, where he has been involved in a variety of volunteer opportunities, including Hunter Safety education, Cub Scouts, little league, Make A Difference Wisconsin, and FBLA. In his free time, Mark enjoys spending time with his wife Pam and three children, Gracie, Gabe, and Garrison, as well as camping, fishing, and fitness.
Nick graduated magna cum laude from Marquette University with a bachelor’s degree in Business-Finance. He spent the next 3 years as an investment banker with JPMorgan, working for their High Yield and Telecom, Media & Technology teams, in New York, Chicago and Hong Kong. Over the proceeding 14 years, he worked for Baird and Artisan Partners in a trading capacity. Nick’s goal was to assemble a broad-based experience, through multiple market-cycles and from different perspectives within finance, with the end-goal of becoming a financial advisor.
Nick's mission is to be his clients' financial advocate, facilitating their unique goals, while adapting to an evolving landscape. He believes a goal-based financial plan provides the foundation to implement a customized investment strategy, to achieve the unique goals of his clients.
Nick and his wife, Andrea, have lived in Milwaukee since 2002, with their two sons, Jayden and Luca. In his free time, Nick coaches his sons' sports teams and volunteers with St. Robert's school and the Bavarian Soccer Club.