Advisory Network

At our firm, we have the client—and only the client—in mind.

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 their deep financial knowledge with a diverse team of 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 they work with on a regular basis:

Tim Steffen

Director of Tax Planning

Erica Kroll

Insurance Specialist

Scott Grenier, CFP^®, AEP^®

Manager of Estate Planning

Heather Osborn

Manager, Financial Planning

Laura Thurow, CFA

Executive Director of Wealth Solutions and Operations

Laurence Kluth

Manager, Equity Compensation Planning

Kathy Carey, CFA

Director of Asset Manager Research

Ellen Rexroat

Muni Bond Trader

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.