Adam is a CERTIFIED FINANCIAL PLANNER® who has been at Baird since 2018. He began his career in the industry following his time managing a small business in Milwaukee. Adam’s interest in helping families with financial planning catalyzed his effort to join the Mequon branch of Baird before heading north to join the team in Sheboygan.
Along with his CFP® designation, he is FINRA Series 7, FINRA Series 66, and insurance licensed. Adam graduated from the University of Wisconsin-Milwaukee with a Bachelor’s degree in Economics. He is a past marketing board member of the Gathering on the Green concert series and was instrumental in the formation of Project K-9 for the Mequon Police Department.
Adam currently assists as a member of the Stefanie H. Weill Center endowment committee and Big Brothers Big Sisters of Ozaukee advisory board. He is active in his Milwaukee parish and is a leader in his sons’ Troops of St. George chapter. Adam is a devoted husband and father to six children. When Adam isn’t assisting a client or on a family outing, he enjoys reading, cooking outdoors, and seeing live music.