Advanced Planning

Your relationship with us is a collaborative effort between our team and the deep resources of Baird. For advanced planning cases, we will frequently seek the additional counsel of our dedicated in-house experts. Collectively, we develop tailored solutions for the complex issues facing families with substantial wealth.

Mike Oehler

Wealth Strategist

Timothy M. Steffen, CPA-PFS, CFP®, CPWA®

Director of Tax Planning

As Director of Advanced Planning for Baird, Tim is responsible for researching, writing and speaking on important planning issues that impact the clients of Baird. This includes topics related to retirement and estate planning, tax law...

Rick Holman

Sr Estate Planner

Erica Kroll

Insured Solutions Consultant

Eric Wikstrom

Tax Strategist