Jess joined Baird in 2008. He helps clients plan for retirement, identifying essential and discretionary needs to help ensure his clients can live comfortably throughout their retirement. Jess also brings expertise in long-term care planning and portfolio construction and management. He works with clients to incorporate a personal benchmark determined by their unique financial plan. He actively monitors and adjusts plans as clients navigate different life stages.
Jess possesses working proficiency in Spanish.
Education/Experience
Jess received a Bachelor of Science degree in Business Management from Miami University in Oxford, Ohio. In addition to holding the Series 7 and 66 licenses, he is also licensed for long-term care insurance planning. Jess regularly teaches financial and retirement planning workshops through various educational institutions in the Southeast Wisconsin area.
Community Involvement
In addition to coaching youth baseball, Jess serves as a member of the Social Justice committee at Congregation Shalom, and regularly volunteers at Guest House of Milwaukee – a men’s homeless shelter.
Personal
Jess grew up in Milwaukee. He and his wife Heather have been married for 20 years and live in Shorewood, Wisconsin with their son and daughter. He enjoys running, volunteering, and being active in sports.