Timothy M. Steffen, CPA/PFS, CFP, CPWA
Director of Advanced Planning
Scott Grenier, CFP®, AEP®
Tax and Estate Planning
Jaleigh White, CPA, CPWA®
Director of Baird Family Wealth
Laurence Kluth
Equity Compensation Planning
Matt Urbanek, CFP®, CRPC®, CPWA®
Wealth Planner