Baird 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.
Our team bios are available in the drop-down menu for “Our Profile” at the top of this page. Find out about the client-focused service for which Baird is so well known. Contact us today to explore a partnership with Baird.
Greg graduated Magna Cum Laude with a bachelor degree in finance with an emphasis on economics from Valparaiso University. He earned Academic All-American Honors for his performance and achievements on and off the football field. Greg completed the Investment Consultant Program sponsored by Baird at the University of Chicago Graduate School of Business earning him the title of Senior Investment Consultant. He has been recognized by Robert W. Baird for his accomplishments by receiving the Rookie Partner of the Year Award for 2004, which involves qualities like community service and superior client service. Greg also has been a member of the President’s Club for the past three years, an accomplishment based on production.
He is an active member of the community as Past-President of the Saukville Chamber of Commerce, Board Member and Vice President of the Mequon-Thiensville Rotary, President of the Phi Delta Theta Milwaukee Alumni Association, and a member of the Herbert J. Mueller Society for his assistance in helping foundations advance their philanthropic mission.
Greg resides in the Town of Grafton with his wife Carrie. He enjoys spending his leisure time with friends and family in Northern Wisconsin participating in a variety of outdoor activities
Julie has been with Baird for over 29 years. She joined Baird’s headquarters in 1982 and spent over 10 years in operations, client services and as a supervisor in the IRA Department. After joining the North Shore branch in 1993, she obtained her securities licenses becoming one of the few licensed assistants at the time.
Julie has served as an office mentor and trainer for 18 years. In 2008 she received the Baird 2008 ALL STAR award, recognizing her superior client service skills, integrity and service.
Julie lives in Thiensville enjoys spending her free time gardening and reading
- Baird Ranks No. 14 on FORTUNE’s 2013 100 Best Companies To Work For® List — a video from Paul Purcell, Baird Chairman, President & CEO:
- Baird 2012 Annual Report:
Staying true to our values,
clients, culture and strategy.
Baird Foundation 2012 Annual Report
- 2013 Outlook: The Markets, Economy and Your Wealth Management
- American Taxpayer Relief Act of 2012
Agreement avoids most ramifications of fiscal cliff, but more work remains.
- Permanent Estate & Gift Tax Relief
- Quarterly Market Update
- Baird Investment Digest