Timothy M. 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,...
Melanie Schmieding, CTFA
Director of Family Wealth
As Director of Baird Family Wealth, Melanie is responsible for the development of HNW and UHNW solutions and resources within Baird Private Wealth Management supporting advisors and their clients. She is passionate about developing...
Michael S. Oehler, JD, LLM
Senior Vice President
Michael Oehler is a Wealth Strategist supporting clients and advisors in Baird’s Western market. He has over 20 years of experience advising clients on their estate, tax, financial and wealth planning needs.Prior to joining Baird,...
Kathy Blake Carey, CFA
Director of PWM Research
As Director of Research & Planning for Baird’s Private Wealth Management group, Kathy Carey oversees the Asset Manager Research, Equity Research, and Fixed Income Research teams as well as the Financial & Estate Planning group. She is...
Strategas
A Baird Company
Strategas is the market strategy arm of Baird, an employee-owned global financial services firm with a demonstrated commitment to institutional equities. Since 2018, we have operated as an independent, wholly owned subsidiary of Baird...