Meredith has more than 20 years of experience in the financial services industry and has been serving clients since 2005. She spent 14 years with an independent investment firm before joining Baird's Racine office in 2021, where she now serves as a Client Specialist.
Known for her client-first approach, Meredith is dedicated to delivering personalized, responsive experience and building lasting relationships based on trust and exceptional service. She takes pride in helping clients feel informed, supported, and confident throughout their financial journey.
Meredith earned her bachelor's degree from the University of Wisconsin–Whitewater and holds FINRA Series 7, 63, and 65 licenses. She also completed the Wealth Management Certified Professional® program through The American College of Financial Services in 2024, reflecting her commitment to ongoing professional development and client service excellence.
A lifelong Racine resident, Meredith enjoys traveling, experiencing new cultures, and spending time with family and friends.
Why Baird?
At Baird, we combine the strength and resources of a global wealth management firm with the personalized service of a local team. With access to specialists in estate planning, insurance, education planning, executive compensation, and more, we provide comprehensive guidance tailored to each client's unique goals and needs.