Meet The Team
Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.
Jim has over 20 years of experience in the Private Wealth Management industry. He works with optimistic families to help them make informed investment decisions through financial planning. With a servant leader’s heart, Jim believes strongly in building relationships founded on honesty, integrity and trust.
In the community, he is an active member of Holy Spirit Parish, serves on the Xavier Foundation Board, was a past Chairman of Baird’s Advisory Committee and has coached high school football and youth sports for the past two decades.
A graduate of Marquette University, Jim is a lifetime resident of the Fox Valley and currently resides in Kimberly with his two children, Ray and Kelly. He enjoys football, college basketball, golf, listening to Yacht Rock and laughing with family and friends.
Preston’s passion is having meaningful conversations with others. He was recruited to Baird in 2013 after serving 10 years as Vice President to a privately owned real estate development company focused in Southeast Wisconsin and Northern Illinois. He has been building long term financial plans for his entire career and loves using his experience to help the families he serves.
Preston is dedicated to staying actively involved in the community. He is a volunteer teacher with Junior Achievement of Wisconsin, the current chair of Leadership Fox Cities, a volunteer at Holy Spirit Church & School, a big brother with Big Brothers Big Sisters, and a supporter of the Cristo Rey Network of Schools.
Preston met his wife, Kristy, at Marquette University where they both attended college. They live in Appleton, WI with their five children: Mary, George, Rose, Bobby, and Kay. Preston enjoys playing ice hockey, fishing, golfing, skiing, cottage projects, church retreats, music, adventure, spending quality time with family and friends, and creating lasting memories. Overall, he enjoys finding new ways to live out his life-motto, “make every situation better.”
Assistant Vice President, Senior Client Specialist
Steph began her career with Baird in 1996. Past positions within the firm include Corporate Training Liaison and Administrative Supervisor. As Practice Manager for our team, she is dedicated to the client experience and directs all administrative services, operational and business support functions. Steph embraces our teams’ vision and mission through collaborative communication with each team member as we leverage our individual talents to serve our clients.
Steph is a graduate of the University of Wisconsin - La Crosse with a BA in English with an emphasis in Business Management. She currently holds the FINRA Series 7 and Series 66 licenses.
Steph resides in Neenah, WI with her two children, Mackenzie and Caden. Mackenzie attends UW-Milwaukee and is double majoring in Speech Language Pathology and Psychology. Caden attends Neenah High School and is an avid lacrosse player. Steph volunteers as a coach for Girls on the Run Northeast WI. Outdoor adventures with friends and family are spent running, biking, kayaking, and hiking to name a few! Her quite time reading, and reflecting are a great way to refuel her mind and body.
Brooke joined Baird in May 2014, as a Client Assistant, in Baird’s Green Bay office. She transitioned roles in 2017 to the Zuleger Kendall Group in Baird’s Appleton office. Her current, and previous role naturally combine her passion for building relationships with providing outstanding service to our clients. Prior to joining Baird, Brooke interned with Brown County Child Protective Services and the PALS Program.
Brooke graduated from St. Norbert College with a Bachelor’s Degree in Business Administration, with an emphasis in Finance. She currently holds the FINRA Series 7 and Series 66 licenses.
Brooke resides in Appleton, WI with her husband, Connor, their daughter, Charli and their dog, Beau. As a dog lover, Brooke is passionate about volunteering at Saving Paws Animal Rescue. She enjoys spending time with family and friends, fishing, swimming, playing cribbage, watching hockey and NASCAR.
Senior Client Specialist
Kathy has been in the financial services industry since 1979 and spent the first 20 years of her career with Baird. In 2017, she returned to Baird and joined our team. Kathy brings extensive industry knowledge and client service experience to the team. She enjoys building relationships with clients and serves as a valuable resource to answer client questions and assist with all administrative aspects of our business. Kathy currently holds the FINRA Series 7 and Series 63 licenses.
Kathy lives in Oshkosh, WI with her husband, Randy. She has one son, Jason, daughter-in-law, Jill, and two grandchildren, Owen and Quinn. She enjoys golfing, aerobic and dance fitness, biking, walking and spending time with friends and family.