Michael has always lived in SE Wisconsin and moved to Brookfield in 1998. He is married to Katy, who is a compliance executive for another major financial services firm. They have seven adult children between them. Colorado is a favorite vacation destination year round where Michael and Katy enjoy hosting family and friends for hiking, biking, golf and most of all downhill skiing.

Michael enjoys the local racquet sports scene. He is an active member of the Brookfield Tennis & Pickleball Club and has served as both board member and President. He plays competitively on USTA State League teams, including some that have advanced to regional and national tournaments. He also plays on MMITL teams and is always up for a game of Platform Tennis or Table Tennis.

Michael holds a Bachelor of Business Administration degree from the University of Wisconsin-Madison ('90) and a MBA from the Keller Graduate School of Management ('97). Michael became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2002. The standards required for initial CFP^® certification included relevant experience, extensive education, rigorous examination and a demonstrated commitment to ethics. Maintaining certification requires many hours of continuing education each year.

After college, Michael spent six years with Jockey International, working first in sales and later as a national account manager. In 1996, he joined Baird after deciding to turn his passion for financial planning and investments into a career.

Areas of Specialization:

• Insurance Planning
• Investment Planning
• Education Planning
• Tax Planning
• Retirement Planning/Employee Benefits
• Estate Planning Services

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.

Greg and his wife Marlo spend most of their time on the go with their boys, Nate and Noah. Whether it be traveling around the country supporting Nate in his golf tournaments or getting involved in Noah's basketball, tennis, and golf. Greg and Marlo enjoy all their family activities and the time they get to spend together. Native to the area, the Thomson family resides in Greendale, WI where Greg grew up. In his free time, Greg occasionally gets in a little golf and as could be expected enjoys it most when the family foursome gets a chance to all play together.

Greg holds a Bachelor of Business Administration in Finance and Administrative Management from the University of Wisconsin-Madison (’90). Greg attended UW on a scholarship from the Western Golf Association where he was an Evans Scholar. While at Madison, Greg also was a member of the Badger football team. Greg is a board member of the Gerald Wunsch Family Foundation and serves the St. Joseph’s Rosenthal Library Fund. He is an active member of the Western Golf Association Evans Scholars and has served on numerous occasions as a volunteer for the Wisconsin Council for Economic Development’s Stock Market game for middle and high-school students.

Greg joined Baird in 1994 and over the course of his career has successfully completed the three levels of the Chartered Market Technicians professional designation program, which enables him to be one of the fewer than two thousand professionals world-wide, certified as a CMT; Chartered Market Technician. Greg’s competitive nature serves him well, as he successfully navigates client portfolios through challenging global markets.

Areas of Specialization:

• Portfolio Management
• Market Analysis and Investment Research
• Risk Management through the use of Technical Analysis

Dee and her husband Mark live in Oak Creek, Wisconsin. Together they enjoy raising their three children, Jozef, Kayla & Jacek. Dee’s hobbies include spending time in her gardens and exploring park trails with the family’s Catahoula Leopard dog, Duke. Dee and Mark love supporting their high school son in Golf & Cross Country and high school daughter in Dive & Gymnastics. They are elated with their 3rd addition Jacek who was born in December 2021.

Dee also enjoys volunteering and has participated in numerous projects including local meal programs, being a high school confirmation catechist, park clean-up efforts, and helping in the Special Olympics. She most recently led our Branch in Baird's annual Baird Gives Back Week which was a large success.

Dee joined Baird in 1998 and is Series 7 and Series 66 licensed. Dee is an invaluable asset to clients as she delivers excellent service and follow-up they have come to expect. She enjoys forming solid, trusting relationships with all clients. She holds a Bachelor’s in Business Administration from Cardinal Stritch University.

Chris lives in Germantown, where her husband Craig is a firefighter. She has one daughter, Korey, who is a product development engineer in Bowling Green, Kentucky. Chris and Craig enjoy being outside and most of their vacations are spent in the mountains hiking and biking. Chris also enjoys running and has completed two ½ marathons. A personal goal is to run a full marathon.

Chris’s volunteer work has included being a Junior Achievement advisor, Girl Scout Leader, and Deacon in her church.

Chris became a member of the Baird family in 1997. Her Baird career began at the former Mayfair branch where her duties included roles such as handling client securities, bank reconciliations, and keeping an organized rein on branch compliance files. In 2010, Chris joined The Cairns Murray Thomson Group and transitioned into the role of a Client Relationship Assistant. Further enhancing her dedication to the team and their clients, she obtained her Series 7 and 66 licenses in 2011 which allow her to trade securities for clients. Chris also attended Whitewater University where she majored in finance.