Advisory 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.
Timothy M. Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Erica Kroll, CLU®
Insured Solutions Consultant
James Guckenberg
Senior Estate Planner
Kelsey Clair CPA®, CPWA®
Senior Tax Strategist
Laura Ames
Wealth Strategist
Maggie Kordash
Investment Products Associate - Annuities
Melanie Schmieding
Director of Baird Family Wealth