Team Partners

PROFESSIONALS WE ENTRUST TO PROVIDE ADDITIONAL SERVICES

Scott M. Grenier, CFP^®, AEP^®

Manager | Estate | Tax Planning Private Wealth Management Baird

Scott Grenier joined Baird in 2010. Scott is currently the Manager of Estate Planning for Baird’s Private Wealth Management Group. Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions...

Tim Steffen, CPA-PFS^®, CDP^®, CPWA^®

Director of Tax Planning Private Wealth Management Baird

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 retirement planning, executive compensation,...

Mark Nickel

President - Baird Trust Company

Melvin "Buddy" Glazier, Jr., CLU^®, ChFC^®, MBA

Vice President Highland Capital Brokerage - New England

Melvin “Buddy” P. Glazier, Jr., serves as Vice President for Highland Capital Brokerage, serving Upstate NY, VT, NH and Maine. Buddy has 30 years of experience in insurance planning, working with advisors, agents, planning...

Andrew McKay

Business Owner Solutions Managing Dir

Andy has over 35 years’ experience in executing middle-market M&A, investment, financial, valuation, and other business transactions. Prior to joining Baird, he was Head of Investment Banking at Hilliard Lyons. He is Accredited in...

Evan Durst

Senior Baird Trust Strategist

412-633-1819

EDurst@rwbaird.com

Evan is a Senior Vice President and Senior Trust Strategist for Baird Trust. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. Evan has over 10 years of experience in trust...

Jonathan Raymon

Biard Trust Charitable Solutions Strategist

502.588.4110

jraymon@rwbaird.com

Jonathan is a Senior Vice President and Charitable Solutions Strategist for Baird Trust. He provides trust administration and client service, focusing on charitable trusts and charitable organizations. He has 11 years of experience in...

Kelsey Clair

Baird Tax Planner

+17045717374

kclair@rwbaird.com

Kelsey Clair joined Robert W. Baird & Co. in 2020. Kelsey is currently the Senior Tax Strategist for Baird’s Private Wealth Management Group. Kelsey's role focuses on identifying strategic planning opportunities based on a client's...

Rick Holman

Senior Estate Planner

Rick joined Baird’s Private Wealth Management team in October of 2014 as a Vice President and Senior Estate Planner, working out of the Dallas office. He works with Baird Financial Advisors, their clients, and the clients’ other...

Robert Robes

Baird Wealth Strategist / Business Succession

+18435795048

rrobes@rwbaird.com

Bob Robes is the Director of Wealth Strategists and is based out of Baird’s office in Charleston, South Carolina. Bob leads Baird’s team of Wealth Strategists who work with Financial Advisors to develop customized solutions for the...

Robert W. Baird & Co. does not have any formal relationships or arrangements with any of the External non-Baird Resources listed above. This list should not be considered an endorsement of the products or services offered by these individuals or their firms.