The Phillips Group Brings Experts Together For You
We have built trusting relationships with professionals both within and outside of Baird who are added resources to our team. They help us evaluate all aspects of your financial situation, giving you the benefit of their expertise.
Wealth Planning
Linda Grant-Smith, CPWA®, CFP®, EA®
Senior Financial Planner
Michael Antonelli
PWM Market Strategist | Managing Director
Jason Trennert
Chief Investment Strategist, CEO of Strategas – A Baird Company
Laura Thurow, CFA®
Executive Director of Wealth Solutions and Operations
Estate Planning
Scott Grenier, CFP®, AEP®
Manager of Estate Planning | Senior Vice President
Lauren Millovitsch
Attorney & Co-Founder, Creamer Millovitsch
Jessica Bell, JD
Vice President | Senior Estate Planner
Tax Planning
Timothy Steffen CPA/PFS, CFP®,CPWA
Director of Tax Planning
Carla Steele
CPA
Kelsey Clair, CPA
Vice President, Tax Strategist
Social Security
Tom Kerner, CFP®
Financial Planning Associate
Insurance Planning
Jeffrey Haney CPCU, ARM
President of ECM Solutions