Jim has over 25 years of experience in the Private Wealth Management industry. He is passionate about working with optimistic families to help them make informed financial decisions to create peace of mind in all areas of...

Preston has been building and executing long term financial plans for his entire career. He was recruited to Baird in 2013 after serving over 10 years as Vice President to a privately owned real estate development company focused in...

Nathan began his career at Baird in 2022 as a summer intern for the team. He enjoyed his internship so much he decided to join Baird’s Foundations program straight after graduation. For the Foundations program Nathan spent over a year at 

Kathy has been in the financial services industry since 1979 and spent the first 20 years of her career with Baird. In 2017, she returned to Baird and joined our team. Kathy brings extensive industry knowledge and client service...

Mike joined The Zuleger Kendall Group in June 2025 as a Client Assistant. Prior to Baird, Mike worked in Catholic education for 17 years, 11 of them as a school principal, most recently he was the principal at Holy Spirit Catholic...