Extended Planning Team

Extended planning Team

There's a team behind our team! Our partners at Baird offer a range of expertise from financial planning, tax and estate planning, life insurance, small business solutions, trust services, and investment strategy.

Jessica Bell, JD, CPWA®

Senior Estate Planner

Kristen L. Banks, CPA

Tax Strategist

Linda Grant-Smith, EA, CPWA®, CFP®

Wealth Strategist

Erica Kroll, CLTC®, CLU®

Senior Insured Solutions Consultant

Andy McKay

Director of Business Owner Solutions

Andrew Means

Director of Investments

Ross Mayfield, CFA

Investment Strategist

Mike Antonelli

PWM Market Strategist

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