Kevin graduated from University of Wisconsin-Madison, after which he joined
the Marine Corps. He served as an Intelligence Officer on two deployments
to Afghanistan before leaving as a Captain. He then obtained a MBA from the
University of Minnesota – Twin Cities. His passion is providing expert guidance
to individuals and families on identifying and achieving their long-term financial
goals. He takes the approach of an educator to help clients better understand
their finances and options. Clients working with him have a long-term partner
leading them into and through retirement with a personalized plan to meet their
unique needs. With his assistance, you can rest easy knowing your financial future
is in good hands.
Committed to the Community
Strong communities begin with strong families. Part of a strong family is a solid
financial foundation. Kevin’s focus is providing solutions for families through a
holistic planning process which entails building and executing a financial plan.
Kevin is a member of the Racine Curling Club, Racine Yacht Club, and volunteers
as a Tax Aide Counselor with the AARP
Rooted in Traditional Values
Kevin’s family, church, journey to become an Eagle Scout, and his experience in
the Marine Corps taught him the importance of integrity, honesty, and loyalty.
These form the foundation of trust he builds with his clients. Kevin believes this
is especially important in an industry where friends become clients and clients
become friends.
Why Baird?
We combine the resources and capabilities of a large Wall Street firm with the
personal attention and service of a smaller boutique. With specialists in estate
planning, education planning, insurance, executive services and more, we
provide comprehensive financial guidance in all areas of our clients’ lives.