Timothy Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Scott Grenier, CFP®, AEP®
Manager of Estate Planning | Senior Vice President
Chad Afdahl
Lending/Liquidity Solutions
Erica Kroll
Insured Solutions Consultant
Katherine Schoen, CFA, CAIA
Baird Capital & Private Equity
Kathy Blake Carey, CFA®
Director of Research & Advanced Planning | Director
Matt Junemann
Investment Solutions
Melanie Schmieding
Director of Baird Family Wealth