Tim O’Malley is a Director of Private Wealth Management at Baird and Certified Financial Planner (CFP). Tim and his team focus on wealth enhancement, transfer and protection, as well as charitable planning for their clients.
Tim is a multiple recipient of Baird's highest client service honor, the G. Fredrick Kasten, Jr. Award, and has been recognized among Baird's top Financial Advisors annually since 1995.
In addition, he was an inaugural member of Baird's "1919 Club", acknowledging Tim and his team's significant contributions to Baird through the years.
Tim graduated with a bachelor’s degree from Drake University. He has also completed executive education work sponsored by Baird through the University of Chicago and Wharton School of Business at the University of Pennsylvania.
As a Certified Financial Planning practitioner (CFP), Tim is knowledgeable in all areas of financial planning, including tax concerns, insurance, retirement planning and estate planning services.
Active in his community, Tim is past president of several local boards and is involved with many charities and organizations. Tim enjoys golf, skiing and road trips with his family. He and his wife, Julie, live in Delafield and have two grown children. His son, Adam, is part of the O’Malley Group.