Meet The Team
Our team brings decades of combined experience in financial planning, paired with a genuine commitment to caring for the people we serve. We believe expertise matters, but how we show up for our clients matters just as much. By listening closely, explaining clearly, and offering thoughtful, personalized guidance, we help you navigate important decisions with confidence and feel supported every step of the way.
Kim Erkonen, CFP®, CLU®, AWMA™
Financial Advisor
Angela White
Client Specialist
Wealth Planning Team
Wealth Planning Team: At Baird, we have an extensive network of experts to navigate any situation
Heather Osborn CFP®, AAMS®, CExP™, CWA®, CLU®
Director of Wealth Planning
Tim Steffen CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Scott Grenier CFP®, AEP®
Manager of Estate Planning & Charitable Giving
Mark McLennon J.D., CFP®, CPA, ChFC®, CLU®
Vice President, Trust Strategist
Melanie Schmieding
Director of Baird Family Wealth
Andy McKay
Director of Business Owner Solutions