Sally has over 25 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 while 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 won the 2022 Five Star Wealth Manager award.
She is a member of the Milwaukee Estate Planning Forum, Inc., Hispanic Professionals of Greater Milwaukee, serves on the Board of the Milwaukee Yacht Club, the Community Advisory Committee for the Waukesha County Community Dental Clinic, the Advisory Committee for the University of Wisconsin-Milwaukee’s Women Leaders Conference, and the Courage to Commit Leadership Council for St. Marcus Lutheran School.
Sally and her husband, Mark, live on Milwaukee’s upper east side with their blended family of four children.