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Jim Guckenberg, J.D.

Jim Guckenberg, J.D.

Estate Planning

Jim joined Baird’s Private Wealth Management team in September of 2021 as an Assistant Vice President and Estate Planner, working out of the Milwaukee office. He works with Baird Financial Advisors, their clients, and the clients’ other professionals to promote the benefit of estate planning and assist with the development of clients’ estate plans. Specifically, his responsibilities include reviewing and discussing existing estate plans, answering estate planning questions, and presenting on estate planning topics.

Baird’s estate planning team partners with your attorneys and CPA to help ensure the decisions you are making are what’s best for your long-term goals.