Broker Check

Meet the Specialists

Behind every great client experience is a network of expertise. In addition to our core team, we partner with seasoned specialists who bring deep knowledge in their respective fields. This extended team allows us to provide tailored solutions and insights when unique challenges arise. By leveraging their skills and experience, we ensure you have access to the right resources at the right time—because your goals deserve nothing less than the best support.

Timothy Steffen, CPA-PFS, CFP®, CPWA®

Timothy Steffen, CPA-PFS, CFP®, CPWA®

Director of Advanced Planning

Managing Director

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Corliss Taylor, JD, MBA, CTFA

Corliss Taylor, JD, MBA, CTFA

Senior Vice President

Director of Growth

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S. Andrew McKay

S. Andrew McKay

Managing Director

Head of Business Owner Solutions

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Jaleigh White, CPA, CPWA®

Jaleigh White, CPA, CPWA®

Director of Baird Family Wealth

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Linda Grant-Smith, CPWA®, CFP®, EA®

Linda Grant-Smith, CPWA®, CFP®, EA®

Wealth Strategist

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Jessica Bell, JD

Jessica Bell, JD

Vice President, Senior Estate Planner

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Veruschka Halligan, CFP®

Veruschka Halligan, CFP®

Wealth Planner

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Kristen Banks, CPA

Kristen Banks, CPA

Tax Strategist

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