Rachel is a Client Specialist who joined Baird in 2016 after spending the first part of her career in Private Wealth Management in the banking industry. She quickly obtained her Series 7 & 66 licensing once joining the firm.
Rachel is the supporting operations manager of the BVB Group. With her fine attention to detail, she oversees our operations and client needs, which includes order entry for the purchase and sale of securities, account opening and maintenance, and various client requests. All in all, Rachel enhances our team with the excellent care and service she provides to our clients.
Rachel earned a bachelor’s degree in Business Administration-Marketing from the University of Wisconsin-Milwaukee. She current lives in Franksville with her husband Michael and son Aiden. In addition to spending time with her family, Rachel enjoys reading, going up north and taking family walks with their black lab Miller.