Carol’s numerous years in the industry show her professionalism and personal style to provide the attention and support for the needs of clients and their families. She manages day to day operations, account administration, client questions and requests.
Carol has been with Baird for 17 plus years. Previous to her current role, Carol spent close to 10 years at Baird Investment Management as a Portfolio Management Specialist prior to moving out to California in 2002. She has been in the investment industry for thirty plus years in multiple administrative positions. Carol is fully registered and licensed with her Series 7, 63 & 65.
Carol lives in Waukesha, Wisconsin. Carol enjoys taking care of her cat Bandit, volunteering, along with gardening in her spare time.