Advisory Team

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.

Tim Steffen CPA-PFS, CFP®, CPWA®

Tim Steffen CPA-PFS, CFP®, CPWA®

Director of Tax Planning

Laurence Kluth

Laurence Kluth

Equity Compensation Planning Manager

Jim Guckenberg, J.D.

Jim Guckenberg, J.D.

Senior Estate Planner

Jackson Barefoot

Jackson Barefoot

Director of Business Owner Solutions

Jaleigh White

Jaleigh White

Director of Baird Family Wealth

Laura Thurow CFA®

Laura Thurow CFA®

Director of Wealth Solution and Operations

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