Our Extended Team
Successful families and institutions with substantial assets typically have complex needs and require highly integrated capabilities. For these clients, our practice offers a local presence that brings together the global resources of Baird to provide a comprehensive private wealth management experience including the following professionals:
Jaleigh White, CPA, CPWA
Director of Family Wealth
Kelsey Clair, CPA
Tax Strategist
Timothy M. Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Robert J. Robes, JD, LLM
Wealth Strategist