Mark is a Trust Strategist for Baird Trust, serving in our Milwaukee, Wisconsin location. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. Mark has 20 years of experience in trust administration, estate planning and wealth management. He holds the Certified Financial Planner®, Certified Public Accountant and Personal Financial Specialist designations. Mark also holds financial services industry designations including the Chartered Financial Consultant® and Chartered Life Underwriter®.
Prior to joining Baird Trust, Mark was an Assistant Professor with The American College of Financial Services. Prior to that he was with Northwestern Mutual Wealth Management Company where he was responsible for personal trust administration, financial planning and managing the wealth management advisor distribution network. He also worked in private practice with Godfrey & Kahn, focusing on estate and business planning for high net-worth clients. Mark received a Bachelor of Science in Accounting from Marquette University and a J.D. from Northern Illinois University College of Law. Mark joined our firm in 2021.