Since joining Baird in 2017 as a Team Client Service Lead with the Client Resource Group in Milwaukee, Grace has built a strong foundation of client service experience. She moved to the North Shore Branch in 2022 and officially joined our team in 2026.
Grace focuses on operational functions for the team. Within her role, she handles everything from the processing of new accounts to 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.