Our Baird Experts
“The Team Behind our Team” is a carefully selected group of subject matter experts with whom we work. These individuals are specialists in their fields and serve as our key resources to help evaluate specific challenges and devise appropriate recommendations for our clients.
Extended Team
Erica Kroll, CLU®
Insurance Specialist
Jason Spitz
Business Owner Solutions
Jeannette Haen
Education Planning Consultant
Jim Guckenberg
Senior Estate Planner
Laurence Kluth
Manager, Equity Compensation Planning
Sharon Schmid, QPFC
Retirement Plan Consultant
Tim Steffen CPA-PFS, CFP®, CPWA®
Director of Tax Planning