Bobby joined Baird as an Advisory Operations Specialist in 2017. He also has experience with Baird’s Talent Development Team designing training curriculum and leveraging technology solutions to better serve associates. He joined The Lien Russ Group as a Client Assistant in November 2019 and is working towards his CFP® designation. Bobby holds the Series 7 & 66 licenses.
Bobby obtained his Bachelor of Science at Concordia University Wisconsin with a Double Major in Finance and Economics. He also lettered in two collegiate sports, Soccer and Track, achieving All-Conference honors and the designation of Northern Athletics Collegiate Conference Scholar-Athlete.
In addition to his continuous involvement in sports, he is passionate about helping the community in which he grew up. He is deeply involved in the First Congregational Church of Wauwatosa Board of Stewardship and Benevolence, America SCORES Milwaukee, and ZERO Campaign to end Prostate Cancer.