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 operations and administration group. She is responsible for client service which includes: client documentation, income distributions, online services and client on-boarding.
His extensive back office support knowledge, as well as the relationships he built there, has been priceless in helping clients receive even faster service.
Jeff graduated from the University of Wisconsin-Milwaukee with a bachelor’s degree in finance and holds the FINRA Series 7 and 66 securities licenses as well as his life and health insurance licenses.
Active in the community, he has participated in the Big Brothers, Big Sisters annual Bowl-A-Thon and has been the North Shore office team captain for both the United Way and UPAF campaigns.
Jeff and his wife, Abbey, live in Grafton with their son, Eli, and daughter, Amaya. In his free time, he enjoys sports, traveling and spending time with his family and their two dogs.
- 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