James Guckenberg, JD, CTFA

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.

Jim comes to Baird from Halling & Cayo, S.C., a Milwaukee law
firm, where his practice focused on estate planning, probate,
guardianship, and family law. While at Halling & Cayo, Jim
presented at continuing legal education seminars for the National
Business Institute and the Milwaukee Bar Association. He also
served as chair of the Family Law Section of the Milwaukee Bar
Association. Prior to coming to Milwaukee, Jim was a financial
representative for Northwestern Mutual in Stevens Point, Wisconsin.

A native of Wisconsin, Jim graduated from Lawrence University with
degrees in Music Education and Performance and earned his J.D.
from Hamline University School of Law.