I have worked with clients at Baird for over 25 years to help them achieve their financial goals. Areas of focus include: retirement planning, tax-efficient investing, inter-generational planning, asset allocation, deferred compensation plans, and college planning.

We tailor solutions for our clients based upon financial planning, made possible by frequent interaction. Our clients differ by age and profession, all tend to look to us for guidance on their financial jourmey.

We continue to seek clients in need of an experienced and ethical professional, but limit the practice to fewer than 150 households as we prioritize quality relationships over quantity of clients.

I have lived in the Milwaukee area for my entire life. I currently reside in Wauwatosa with my wife Deanna and our three children: Emily, Lizzy, and Joey.

Sam has been a Client Specialist in Baird's North Shore office since January 2022. Prior to that, she has worked in public libraries, resort conference centers, and mortgage and commercial loan processing.

She enjoys using her strong customer service background to add value to the client experience, as she grows her knowledge of wealth management services. Sam holds both her Series 7 & 66 licenses.

She graduated summa cum laude from the University of Evansville with a bachelor's degree in Literature, and worked in the Writing Center during her time there.

Sam lives in Saukville, WI, with her husband, Josh, daughter, Lorelei, and their dog, Carrot. In her free time, she enjoys reading, walking, listening to podcasts, and playing pickleball.