Chris joined Baird in 2018 and holds securities and insurance licenses. He earned his CERTIFIED FINANCIAL PLANNER™ certificate in 2019. He utilizes his analytical skills and professional experience to help clients develop financial and investment plans to meet all of their goals. In addition to traditional investment consulting, Chris assists clients with advanced planning and relationship management to provide a comprehensive wealth management experience that includes wealth protection and enhancement, tax mitigation and wealth transfer.
Prior to joining Baird, Chris graduated magna cum laude from the University of Wisconsin – Eau Claire with a Bachelor of Business Administration degree majoring in Accounting and Finance. He has held an active Certified Public Accountant® license since 2009 and worked in the accounting, internal audit and quality risk management fields.
Chris and his wife, Laura, reside in Hudson, WI and enjoy golfing, traveling and spending time with family, including their two daughters and dog. Chris is an active Board member for Junior Achievement of Wisconsin – Northwest area and volunteers to teach financial literacy to high school students and young adults.