Jim provides investment services to business owners, professionals, retirees and their families. He strongly believes in understanding his clients’ financial needs in order to customize an investment strategy that is specifically tailored to their overall goals. Through a relationship founded on honesty, integrity, and trust, Jim strives to provide the most effective, tax efficient, financial advice to his clients
Jim joined Baird in 2002 and has provided financial advice since 1999. He received Baird’s Top Gun Award for Outstanding Achievement in 2003 and was a recipient of the Fox Cities Chamber of Commerce, Future 15 Award in 2015.
A graduate of Marquette University, Jim is a lifetime resident of the Fox Valley and currently resides in Kimberly with his wife, Christa, and their two children, Ray and Kelly. Jim enjoys spending time with family and friends, football, basketball, running, and coaching his children
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Preston was recruited to Baird in 2013 and brings years of relevant work experience that he leverages to help clients make informed investment decisions through financial planning. He served 10 years as vice president to a privately owned real estate development company focused in Southeast Wisconsin and Northern Illinois working on projects with values up to $75M.
Preston is actively involved in his community. He is a member of the volunteer teaching team at Junior Achievement of Wisconsin, volunteer & parishioner at Holy Spirit Church & School, a leadership Fox Cities Steering Committee member and enjoys participating in Cristo Rey Network of Schools fundraising events.
Also a graduate of Marquette University, Preston and his wife, Kristy, live in Appleton, WI with their five children Mary, George, Rose, Bobby and Kay. Preston enjoys playing hockey, fishing, golfing, skiing, household projects, music and spending quality time with family and friends.
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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, she is dedicated to directing all client service and administrative aspects for our team.
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. She enjoys supporting her children’s activities which include hockey, lacrosse and swimming. In her spare time, Steph enjoys strength-training and conditioning, camping, reading and relaxing with friends and family.
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.
Brooke joined Baird in May 2016 as a Client Assistant after interning in Baird’s Green Bay branch for two years. Prior to joining Baird, she interned with Brown County Child Protective Services and the PALS Program. Brooke graduated in May 2016 from St. Norbert College and earned a Bachelor’s Degree in Business Administration, with an emphasis in Finance. Brooke currently holds the FINRA Series 7 and Series 66 licenses.
Brooke resides in Green Bay, WI with her fiancé, Connor. She enjoys spending time with family and friends, fishing, swimming, playing cribbage, watching hockey and NASCAR.