Paula began her career in the financial services industry with Paine Webber in 1985 through a part-time high school internship program. With more than 15 years of back office experience in Paine Webber/UBS’ Operations Department, Paula gained extensive knowledge of the industry. In 2009, she joined the WE Group, where she has been providing clients with the exceptional level of service that the team maintains as one of its primary goals.
Paula attended the University of Wisconsin-Milwaukee.
Paula leads our client administrative and operations for the team. She is responsible for client service which includes: client documentation, income distributions, online services and client on-boarding.
Jeff began his career with Baird in 2000 and has more than 13 years of industry experience. Jeff has been a Registered Client Relationship Specialist in Baird’s North Shore office since January 2008. Prior to that, he spent eight years at Baird’s corporate office in Milwaukee as a Client Services Representative and Account Transfer Representative.
His extensive back office support knowledge, as well as the relationships he built there, has been priceless in helping clients receive even faster service.
Education and Designations
Jeff attended the University of Wisconsin-Milwaukee and received a Bachelor's degree in finance. He holds the FINRA Series 7 and 66 securities licenses as well as his life and health insurance licenses.
Jeff leads our educational, social and community event planning as well as client inquiries and requests. He is responsible for account maintenance and opening, transfers, & document processing.
Baird 2013 Annual Report:
Baird Digest - Winter 2014
2014 Market Outlook and more.
- Baird Ranks No. 9 on FORTUNE’s 100 Best Companies To Work For® List
Baird Foundation 2012 Annual Report
- Quarterly Market Update