registered representative, registered paraplanner, licensed in Wisconsin for life, health and accident insurance, works with associate Linda Wallestad Hager
Two of Adam Baley’s jobs in college were tutoring calculus at the University of Wisconsin-Milwaukee and interning at Landaas & Company.
Both entailed math, education and assisting others.
After mastering back office production at Landaas & Company beginning in 2001, Adam attained training and licensing to support investment advisors and their clients. His favorite part of the day? Talking with customers.
“They’re very thankful for our help, and they’re not shy about letting us know it sometimes,” Adam says.
Adam is an honors graduate from UW-Milwaukee with a degree in business administration and an emphasis on finance and economics.
He grew up in Wauwatosa and lives in Brookfield with his wife, Sarah, and their daughter and two sons. Adam enjoys playing soccer, baseball, basketball and racquetball and used to be a ski instructor.