Jeff is the PWM Team Client Service Lead and has over 20 years of financial industry experience. Prior to his current role, he spent eight years at Baird’s corporate office in Milwaukee as a Client Service Representative and Account Transfer Representative.
Jeff graduated from the University of Wisconsin-Milwaukee with a bachelor’s degree in Finance. He is FINRA Series 7 and Series 66, as well as insurance licensed. Jeff is active in the community, he participates in Big Brothers, Big Sisters, and is a past board member of the Grafton Little League.
Jeff and his wife, Abbey, live in Grafton with their son, Eli and daughter, Amaya. In his free time, he enjoys playing sports, traveling, coaching, and spending time with his family.