Greg Baumgardt

My passion for serving my clients is rooted in my personal experiences. Growing up, my father worked at the local community bank in Racine. Following in his footsteps, I pursued a degree and career in the financial services industry.

Shortly after, I witnessed the impact of the 2008 Great Recession on my father's savings and dreams. His bank went under and I watched him make difficult choices about his personal and financial goals, from delayed retirement to selling the vacation home. I came to the realization that, while I could not have prevented my father’s loss, I could help others like...