Our Team

John began his career at Baird in 1985. He graduated from University of Wisconsin Milwaukee with a degree in Finance. He also attended Marquette University where he earned his MBA. In 2008 John obtained his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard in the field of personal financial planning in the United States. Prior to becoming a Financial Advisor, John held various leadership roles at Baird and was responsible for multiple product, service and research teams at Baird. He was also Managing Director responsible for a partnership with Baird’s then parent company Northwestern Mutual. John is passionate about providing high quality advice and service and is focused on helping clients achieve their financial goals. He lives in Grafton, WI with his wife Jeni and is a father of three.

Nick began his career at Baird in 2019. He was raised in Fox Point, WI and graduated from Marquette University High School  and Creighton University with a degree in Financial Planning. In 2021 he earned his CERTIFIED FINANCIAL PLANNER™ certification. Nick specializes in advanced financial planning. He collaborates with clients’ CPAs and Attorneys to implement complex tax and estate planning strategies. He also earned a graduate degree in Financial Psychology and Behavioral Finance, a subject he is passionate about. As an ex-collegiate athlete, he enjoys coaching youth baseball in his free time.

Molly joined Baird in April of 2012 as a Registered Client Relationship Associate. She started her career in the financial services industry in October of 2007 as a Client Service Consultant at Wells Fargo Advantage Funds. She received her bachelor’s degree from St. Norbert College in De Pere, WI. She currently holds her FINRA Series 7, 63, and 65 securities licenses. Molly grew up in Minocqua and lives in New Berlin with her husband Matt, daughter Isabella, and dog Jack. She enjoys traveling, camping, and is a die-hard Wisconsin sports fan.