Tom offers clients a distinctive vantage point shaped by decades on institutional trading desks combined with deep, relationship-driven wealth planning. He is known for translating complex market dynamics into clear, actionable guidance, helping clients make confident decisions during both periods of volatility and long-term growth. Backed by longstanding relationships across Baird’s research, trading, and planning specialists, Tom delivers a high level of service with access to the firm’s full intellectual capital.
His approach centers on designing comprehensive, tax-efficient wealth strategies built on thoughtful asset allocation and ongoing portfolio refinement. Tom is deeply committed to aligning each client’s portfolio with their evolving goals—whether preserving wealth, generating income, or positioning for future growth—and takes pride in helping clients achieve measurable, desirable outcomes over time.
Tom is a graduate of Duke University and University School of Milwaukee. Tom and his wife, Maura, reside in Mequon, Wisconsin, and enjoy spending time with their three children and three grandchildren. They are active supporters of Boston College, Divine Savior Holy Angels High School, and Marquette University High School.