Curt has been advising high net worth individuals for more than 25 years at Baird. His background as an estate planning attorney positions him to work closely with his team’s clients and their advisors to develop tax and other efficient solutions to manage and ultimately distribute their wealth. His client-centric approach to customized financial planning has earned him recognition as a Five Star Wealth Manager and Forbes Best in State Wealth Advisor.
He received a BA in Economics from the University of Wisconsin, a JD from Marquette University, and an MBA from Marquette. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Member of the Wisconsin State Bar Association.
Curt is active in the community, serving as former chair and past member on the Board of the Waukesha County Community Foundation, past president of the Marquette Business Alumni Association and the St. Matthew’s Church Council and Foundation. In his spare time, Curt enjoys travel, attending sporting events and spending time with family and friends. Curt and his wife Carri live in Wauwatosa.
Award was issued 6/1/2024 by Five Star Professional for the time period of 10/04/23 through 3/29/24.
Forbes/SHOOK Research Best-In-State Wealth Advisor published April 4, 2023. Ranking as of June 30, 2022.