Advanced Planning Team
Jaleigh White
Director of Baird Family Wealth
James Guckenberg, JD
Sr Estate Planner
Kelsey Clair CPA®, CPWA®
Sr Tax Strategist
Rebekah Dodd, CFP®, CTFA
Wealth Planner
Scott Grenier, CFP®, AEP®
Manager, Tax & Estate Planning
Tim Steffen CPA-PFS, CFP®, CPWA®
Director of Advanced Planning
Derek Bonifer
Senior Portfolio Manager
Keith Callahan
Trust Officer
Andrew McKay
Business Owner Solutions Managing Director
Jackson Barefoot
Business Owner Solutions Director
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.