My Extended Team

“The Team Behind Our Team” is a carefully selected group of professional advisors with whom we work.

These individuals are experts in their fields and are available to assist us in addressing your needs. Often, it is with their help that we evaluate specific challenges and devise appropriate recommendations. We are pleased to introduce them to you!

Tim Steffen, CPA-PFS, CFP®, CPWA®

Director of Tax Planning

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,...

Scott Grenier, CFP®, AEP®

Manager of Estate Planning

Scott Grenier joined Robert W. Baird & Co. 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...

Eric Wikstrom, CPA, CFP®, CPWA®

Tax Strategist

Jamie Awe, CRPC®

Senior Annuity Specialist

Jamie joined Baird in 2008. His primary duties include managing the relationships with the insurance company partners, evaluating existing annuity contracts and providing product expertise on today’s insured solutions. Prior to joining...

Matt Urbanek, CRPC®, CFP®

Wealth Planning

414-792-1135

mjurbanek@rwbaird.com

Matt is a Wealth Planner and Vice President at Baird, having joined the firm in July 2024. Matt has worked in the financial services industry for 18 years with the past 10 coming in a retirement planning and wealth planning capacity....