Bill has been a financial advisor for more than three decades. He joined Baird as a Branch Manager in 2000. As a Senior Vice President, he helps clients look beyond market cycles to create comprehensive, long-term strategies that help them reach their financial goals. These include retirement, wealth transfer and philanthropic interests. Bill received his master’s and doctoral degrees from the University of Illinois at Urbana-Champaign and earned the CERTIFIED FINANCIAL PLANNERTM certification in 1989. He has been recognized in Milwaukee Magazine since 2012 as a FIVE STAR Wealth Manager (most recently issued on June 1, 2025 by Five Star Professional for the time period Sept 18, 2024 through Feb 28, 2025). Bill and his wife Paula live in Brookfield, where he enjoys music, reading and trying to keep track of his four adult children and six grandchildren. Bill previously served on the boards of the String Academy of Wisconsin and the Franklin Educational Foundation.