Grace has been with Baird for eight years and joined our team in February 2022. Prior to joining the team, Grace was a Team Client Service Lead for the Client Resource Group in Baird’s Milwaukee office.
Along with Brady, Grace is responsible for the day-to-day management of operational functions for the team. Within this role, she handles the processing of new accounts, asset transfers, money disbursements and responding to general client requests.
Grace graduated from Indiana University with a business degree in 2017. She currently holds her FINRA Series 7 and 66 licenses, Life and Health Insurance licenses, and is also a Notary Public. Grace and her husband Jonah have three kids and live in Thiensville, Wisconsin. Outside of work, Grace enjoys spending time with family, cooking and summers in the U.P.
- Series 7/66 FINRA (NASD) Licensed
- Life and Health Insurance Licensed
- Notary Public