Lori Baumann is a Senior Vice President at Baird, where they have provided comprehensive wealth management services since 2004. With over 30 years of experience, Lori specializes in financial advice, investment management, retirement income strategy, and generational wealth transfer. Prior to their current role, Lori served as Regional Sales Manager at Adelman Travel Group from 2001 to 2004 and as Director of Business Development at Peter Schwabe, Inc. from 1994 to 2001. Lori earned a BA in Journalism/Communications from the University of Wisconsin-Madison.
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