Extended Team

Extended Team

I often will partner with Baird’s internal experts that specialize in more complex areas of estate, insurance, and tax planning needs. My goal is to deliver the best possible outcome for my clients, which sometimes involves consulting multiple experts to find the best solution.

Our Experts

Timothy Steffen

Timothy M. Steffen, CPA-PFS, CFP®, CPWA

Director of Advanced Planning

Scott Grenier

Scott Grenier, CFP®, AEP®

Senior Vice President | Manager of Financial and Estate Planning

Erica Kroll

Erica Kroll, CLU®

Vice President | Insurance Specialist

Jamie D. Awe

Jamie D. Awe

Senior Annuity | Specialist Vice President

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