Additional Baird Professional Partners
As your advisors, we review your complete financial picture. When necessary, we utilize our network of experts in order to evaluate your specific challenges and devise appropriate solutions. One of the advantages of working with a great firm like Baird is having tremendous resources to help us help you.
Scott Greiner CFP®, AEP®
Sr. Vice President, Manager of Estate Planning
414-298-5955
Tim Steffen, CPA-PFS, CFP, CPWA
Director of Tax Planning
414-298-5955
As Director of Tax Planning for Baird, Tim is responsible for researching, writing and speaking on important tax issues that impact the clients of Baird. This includes topics related to retirementplanning, executive compensation,...
Sascha M. Schreiber, CFP®
Senior Financial Partner, Financial & Estate Planning
Sascha Schreiber is a Senior Financial Planner with the Financial & Estate Planning team at Baird. He is a CFP® professional who works as an extended member of your Financial Advisor’s team providing expertise...
Kathy Blake Carey, CFA
Director of PWM Research & Planning
As Director of Research & Planning for Baird’s Private Wealth Management group, Kathy Carey oversees the Asset Manager Research, Equity Research, and Fixed Income Research teams as well as the Financial & Estate Planning group....
Craig Elder
Senior Fixed Income Analyst
Craig is responsible for providing Fixed Income market and investment strategy to Baird's Private Wealth Management Group. In addition, he provides credit research support for corporate bonds and preferred stocks. He is also...