Sally has over 27 years of experience in the financial services industry. Before joining Baird as a Financial Advisor, she was a Vice President and Trust Officer with a focus on personal trusts and estates.
Sally’s focus is on developing strong relationships with clients and working within their network of trusted advisors to meet various needs at all stages in life; taking into consideration complex financial and emotional issues. The personal interest taken in her clients’ goals and visions for the future earned her to be named to the Herbert J Mueller Society by the Greater Milwaukee Foundation. Additionally, she was a recipient of the Five Star Wealth Manager award 2022 through 2025.
She is a member of the Baird Trust Advisory Council, Milwaukee Estate Planning Forum, Inc., Hispanic Professionals of Greater Milwaukee, serves on the Community Advisory Committee for the Waukesha County Community Dental Clinic, the Advisory Committee for the University of Wisconsin-Milwaukee’s Women Leaders Conference, the Courage to Commit Leadership Council for St. Marcus Lutheran School, and is a Mentor for Baird Women Advisors.
Sally and her husband, Mark, live on Milwaukee’s Upper Eastside and have a blended family with four children. With a deep appreciation for the value of a child’s education, Sally and her husband are supporters of Beyond Uganda, St. Roberts Catholic School, and St. Marcus Lutheran School. Her passions include her family, friends, music and the outdoors.