Jim leverages over two decades of experience as an Institutional Equity Trader at Baird to deliver holistic financial planning. He combines a deep understanding of the markets with a passion for service to help clients optimize their financial landscapes and seek the best version of their lives.
Jim holds a B.S. in Pre-Dental Studies with a Business minor and a M.S. in Information and Communication Sciences from Ball State University where he graduated Cum Laude and captained the football team. He also earned an MBA from Maquette University and a Certificate in Business Analytics from Northwestern University.
Jim lives in Whitefish Bay with his wife, Connie, and their three children. As a volunteer youth and high school coach for over 25 years, he is passionate about helping young athletes across Milwaukee build confidence, character, and life skills through sports.