Extended Team
Brad Bartick, CFP
Wealth Planner
Melanie Schmieding, CTFA
Director of Baird Family Wealth
Timothy M. Steffen, CPA/PFS, CFP, CPWA
Director of Advanced Planning
Willis W. Hobson, J.D.
Senior Vice President, Trust Strategist
Heath McAteer, CPA, CFP
Tax Specialist
Scott Grenier, CFP®, AEP®, CAP®
Estate Planning
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.