Professional Network
Scott Grenier, CFP®, AEP®
Manager of Estate Planning | Senior Vice President
Kathy Blake Carey, CFA®
Director of Research & Advanced Planning
Tim Steffen, CPA-PFS®, CFP®, CPWA®
Managing Director, Director of Advanced Planning
Jamie Awe
Senior Vice President, Sr. Insured Solutions Consultant
Jeanette Haen
Vice President, Education Planning Consultant
Mark McLennon, J.D. CPA, CFP®, ChFC®, CLU®
Vice President, Trust Strategist
Learn more about the expert resources at Baird that assist us in completing your financial picture: Wealth Solutions Group