Our Extended Team

Our team partners with senior planning strategists and specialists throughout Baird to best serve our clients needs. Below are our closest partners who help support our clients' retirement, wealth and tax planning strategies.

Kelsey Clair, CPA

Senior Tax Strategist

Veruschka Halligan, CFP®

Wealth Planner

Jessica Bell, JD, CPWA®

Senior Estate Planner

Sam Ellington, CFA®

Senior Vice President | Sr. Portfolio Manager - Baird Trust

Will Hobson

Senior Trust Strategist

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