The Naleid McGuire Group has over 50 years of combined experience helping individuals, families, and organizations realize their long-term financial goals. Our mission is to help our clients and their families attain financial peace of mind and make their financial life easier, thereby allowing them to pursue their own interests. Working in the home office in Milwaukee grants us access to a deep bench of financial professionals that help us provide this high level of service
Senior Vice President
With over 40 years of experience at Baird as a Financial Advisor, Bill and his team provide comprehensive wealth management solutions for families and business owners who are looking to preserve and grow their wealth, while planning for lifetime income and distributions. The team utilizes a disciplined, process-driven approach to best understand the financial needs and goals of our clients in order to deliver personalized advice and customized investment solutions.
Bill joined Baird in 1981 as a financial advisor, building long-term relationships with his clients that continue today. Bill is a native of Racine, WI, and a former United States Army officer, serving five years of active duty in Vietnam and Japan after attending the Army Airborne School. Prior to his military service, Bill graduated from St. Norbert College.
Bill and his wife, Maribeth, live in Mequon, WI. They are proud parents of four adult sons and four grandsons.
Patrick provides financial services to clients planning and investing to meet their short and long-term objectives. He utilizes a disciplined process-driven approach to best understand his clients’ financial needs and goals in order to deliver personalized advice and customized investment solutions. Patrick’s strategy includes consistent follow-up with his clients to ensure that their financial lives continue to align with their changing personal circumstances.Patrick joined Baird as a financial advisor in 2010. His background includes over 25 years of relationship management and problem solving in the financial, medical, and hospitality industries. This experience makes him well suited to work with business owners and individuals. Patrick aims to help his clients and their families attain financial peace of mind, allowing them to pursue their own interests.Patrick is a Milwaukee native who graduated from the University of Michigan in 1994. He and his wife, Jill, live in Mequon with their three children, Liam, Evan, and Shannen. Patrick is an avid sports enthusiast with a love for travel.
Tom joined Baird as a Financial Advisor in 2016. His areas of expertise include retirement planning, portfolio construction, and life and long-term care insurance. While his focus is on those who are retirement age, Tom also enjoys helping his peers build a strong financial foundation for their future.
Tom received a Bachelor of Science Degree in Finance from Saint Louis University. In addition to holding the Series 7 and 66 licenses, he also has his insurance license (Life, Long-Term Care, Disability, and Annuities). In 2019 Tom became a CERTIFIED FINANCIAL PLANNER™ (CFP®) to provide our clients with more comprehensive wealth management solutions.
Tom enjoys being involved in the community and coaching baseball for his sons. A cause that he is passionate about is the fight to end Alzheimer’s. Not only has the disease impacted his family, but he has seen the devastating impact it has on our clients and their caregivers. In 2020 Tom joined the Board of Directors for the Alzheimer’s Association Wisconsin Chapter, serving on the Fund Development Committee.
Tom is a Milwaukee native and proud graduate of Marquette University High School. Tom and his wife, Brittany, live in Shorewood with their two sons, Forrest and Holden. Tom loves to travel and explore new places. He is an avid Wisconsin sports fan, enjoys playing golf, and most of all loves spending time with his family.
Matthew McGuire joined Baird as a Financial Advisor in 2021. Prior to joining The Naleid McGuire Group, Matthew spent over 25 years in business development. He honed his skills both as a Manufacturer’s representative in Consumer Products, and most recently as National Accounts Manager for a national auto parts manufacturer.
Matthew begins by truly listening and getting to know his clients. By asking very thoughtful, probing questions, he obtains a full picture of his client’s financial landscape and makes thoughtful investment recommendations. He strives to create meaningful, long-term relationships by providing a disciplined wealth management process resulting in financial peace of mind for his clients, allowing them to pursue their interests and passions.
Matthew is a Milwaukee native and a graduate of Rufus King High School. He earned his bachelor's degree in International Relations from the University of Minnesota. Matthew and his wife, Angela, live in Glendale. Matthew and Angela love to travel with their 2 kids, Nora and Cole, and especially enjoy hiking the National Parks. In the Summer months, or weeks in Wisconsin, Matthew enjoys riding his bike and playing golf…….poorly.
Assistant Vice President, Senior Client Specialist
Jean began her financial services career at Baird more than 28 years ago.
Jean’s top priorities are providing exceptional service to our clients and building long-term relationships. Her knowledge and industry experience makes her an invaluable resource for our clients and associates. Jean is instrumental in the training, development and mentoring for many of Baird's newest Client Specialists at the firm's flagship office in Milwaukee, WI.
Jean is a Milwaukee native and a United States Air Force veteran, and regularly performs our National Anthem at local sporting events.