Steve first joined Baird in 1998 and has spent his 25-year professional career in the financial services industry.
Steve offers a holistic wealth management approach in serving his clients, emphasizing a detailed comprehensive financial plan as the centerpiece. He has worked in the Private Wealth Management Group and the Fixed Income Group at Baird for a combined 19 years. Steve also spent 7 years with another Midwest regional brokerage firm. His background in fixed income, includes technical and management roles serving in both quantitative and banking capacities. This expertise enables him to provide his clients with meaningful investment opportunities in tax-exempt municipal bonds employing a variety of investment strategies, in conjunction with traditional equity, fixed income and other alternative asset classes.
Steve graduated from the University of Wisconsin- Milwaukee with a Bachelors in Business Administration with degrees in both Finance & Real Estate. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Qualified Plan Financial Consultant (QPFC) designation as well as FINRA Series 6, 7, 52, 63 & 65 licenses.
The QPFC is a comprehensive education and examination program that requires completion of continuing education courses to maintain the credential. He is a member of the National Association of Plan Advisors (NAPA) which is the sister organization of the American Society of Pension Professional & Actuaries (ASPPA).
Steve and his wife Stacy reside in Appleton. They have two children, Jack and Kate. In his free time, Steve enjoys spending time with his family, sports, the outdoors, and traveling. Steve and his wife have also been very dedicated to fundraising for the Leukemia & Lymphoma Society over many years.
Why Baird?
Our team is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses, and organizations for 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.