Jim joined Baird’s Private Wealth Management team in September of 2021 as an Assistant Vice President and Estate Planner, working out of the Milwaukee office. He works with Baird Financial Advisors, their clients, and the clients’ other professionals to promote the benefit of estate planning and assist with the development of clients’ estate plans. Specifically, his responsibilities include reviewing and discussing existing estate plans, answering estate planning questions, and presenting on estate planning topics.
Jim comes to Baird from Halling & Cayo, S.C., a Milwaukee law firm, where his practice focused on estate planning, probate, guardianship, and family law. While at Halling & Cayo, Jim presented at continuing legal education seminars for the National Business Institute and the Milwaukee Bar Association. He also
served as chair of the Family Law Section of the Milwaukee Bar Association. Prior to coming to Milwaukee, Jim was a financial representative for Northwestern Mutual in Stevens Point, Wisconsin.
A native of Wisconsin, Jim graduated from Lawrence University with degrees in Music Education and Performance and earned his J.D. from Hamline University School of Law.