Extended Team

The Team Around The Team

It’s our job to ensure that no matter what the future has in store, you can pursue what matters most to you with confidence. And we’re not doing it alone – we have access to a full range of in-house wealth management experts who are just as committed to your success as you are.

Our Extended Team Within Baird

Eric Wikstrom, CPA, CFP®, CPWA®

Eric Wikstrom, CPA, CFP®, CPWA®

Tax Strategist

Eric Sobczak, QPFC, TGPC

Eric Sobczak, QPFC, TGPC

Senior Retirement Plans Consultant

Jason Spitz

Jason Spitz

Director | Business Owner Solutions

Jim Guckenberg, JD, CTFA

Jim Guckenberg, JD, CTFA

Senior Estate Specialist

Laura Ames, JD

Laura Ames, JD

Wealth Strategist

Matt Weith

Matt Weith

Senior Trust Strategist

Rebekah Dodd, CFP®, CTFA

Rebekah Dodd, CFP®, CTFA

Wealth Planner

Tim Steffen, CPA-PFS, CFP®, CPWA®

Tim Steffen, CPA-PFS, CFP®, CPWA®

Director of Advanced Planning