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Serving as your financial partner requires not only a complete and detailed understanding of your values and priorities, but the expertise to tailor an investment vehicle that is both comprehensive and robust. That's why we support my deep financial knowledge with a diverse team and wealth management specialists with insight in:

  • Growing and preserving wealth
  • Securing retirement income
  • Managing taxes
  • Managing risk
  • Transferring wealth
  • Philanthropy
  • Higher education
  • Executive and business solutions

Among the Baird specialists we work with on a regular basis:

Timothy Steffen

Timothy Steffen, CPA-PFS, CFP®, CPWA®

Director of Tax Planning

Scott Grenier

Scott Grenier, CFP®, AEP®

Manager of Estate Planning Senior Vice President

Erica Kroll

Erica Kroll, CLU®,CLTC®

Insured Solutions Consultant

Laura Thurow

Laura Thurow, CFA®

Executive Director of Wealth Solutions and Operations

Kathy Blake Carey

Kathy Blake Carey, CFA®

Director of Research & Advanced Planning Director

Jeannette Haen

Jeannette Haen

Education Planning Consultant

Craig Elder

Craig Elder

Senior Fixed Income Research Analyst

Jaleigh White

Jaleigh White

Director of Baird Family Wealth

Laurence Kluth

Laurence Kluth

Equity Compensation Planning Manager

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