Tim Steffen CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Scott Grenier CFP®, AEP®
Manager of Estate Planning & Charitable Giving
Heather Osborn CFP®, AAMS®, CExP™, CWA®, CLU®
Director of Wealth Planning
Melanie Schmieding
Director of Baird Family Wealth
Mark McLennon J.D., CFP®, CPA, ChFC®, CLU®
Vice President, Trust Strategist
Andy McKay
Director of Business Owner Solutions
