Preston joined Baird in 2022. He offers over 6 years of industry experience and customer service in trust operations, tax reporting, and corporate actions. He brings strong analytical skills and a passion for educating and helping to build strong relationships. In 2017, Preston earned his B.S. in Finance from Bradley University in Peoria, IL. After joining The JS Group, he quickly received his Series 7 & Series 63 securities licensing. In 2023, Preston was eager to broaden his industry knowledge and earned his Certified Private Wealth Advisor® designation. This designation provides additional analytical knowledge to meet our clients' complex needs. In addition to his passion for music, Preston is an avid Wisconsin sports fan. He is glad to be back in his hometown of Green Bay, Wisconsin after residing in Florida.