Chad Lewis

Chad Lewis

Financial Advisor
Private Wealth Management

Quad Cities Office
Phone: (563) 445-6210
Toll Free: (800) 366-3978
Fax: (563) 386-9875
Email Me
Baird
3626 Bridge Ave
Davenport, IA 52807
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Advisory Team


“The Team Behind our Team” is a carefully selected group of professional advisors with whom we work.  These individuals are experts in their fields and are available to assist us in addressing your needs.  Often, it is with their help that we evaluate specific challenges and devise appropriate recommendations. We are pleased to introduce them to you.

 

 

ScottGrenier.jpgScott Grenier, CFP®, AEP®
Vice President
Manager of Financial and Estate Planning

Scott Grenier is a Manager of Financial and Estate Planning for Baird’s Private Wealth Management group. In this role, he is responsible for providing clients and prospects with expertise in estate, tax and financial planning. Scott also supports Financial Advisors by helping them understand the benefits of using financial planning in their business and educating them on planning solutions and techniques.

Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to high net worth individuals and families at Cleary Gull, Inc. He was also responsible for creating and implementing firm wide financial planning solutions, while overseeing the east coast clients and the relationship management team.

Scott has a bachelor’s degree in economics from Hamilton College in Clinton, NY, and a master of science in financial services degree from The American College. He has earned the CFP®, CLU®, ChFC®, AEP®, CAP® and CPWA® designations. He holds his life and health insurance licenses, along with his FINRA series 7, 9, 10, 63 and 65. Scott is a board member of the Milwaukee Estate Planning Forum, Ltd., and general member of the Society of Financial Service Professionals, the Financial Planning Association and the National Association of Estate Planners & Councils.

 

BrianEllenbecker.JPGBrian Ellenbecker, CFP®, CPWA®, CIMA®
Vice President
Financial Planner

Brian joined Baird in March of 2005. His areas of expertise include financial and estate planning, retirement plans, retirement income and distribution planning, Social Security and Medicare. He also serves in a training role, helping Financial Advisors understand the benefits of incorporating financial planning into their practice and using the tools Baird has available to create meaningful proposals for their clients.

Prior to joining Baird, Brian spent five years at Strong Investments in Menomonee Falls, WI, most recently as a Senior Investment Consultant, assisting preferred clients in selecting suitable investment portfolios and creating financial and investment plans, and working with retirement plan participants. He also spent one year as a Financial Advisor at St. Francis Bank and New York Life, helping clients develop tax-efficient portfolios, managing executive compensation plans, and developing financial and estate plans for high net worth individuals.

Brian earned his bachelor’s degree in Finance from Marquette University in 2000. Brian is a Certified Financial Planner® practitioner, a Certified Private Wealth Advisor® and a Certified Investment Management Analyst®, and is a member of the Financial Planning Association, where he serves on the Symposium Planning Committee, and the Investment Management Consultants Association.

TimSteffen.jpgTimothy M. Steffen, CPA/PFS, CFP®, CPWA®
Senior Vice President
Director of Advanced Planning

Tim Steffen is Director of Advanced Planning for Baird’s Private Wealth Management group. In this role, he meets with clients and prospects to discuss their financial and estate planning needs, as well as serves as an income tax specialist for Baird Financial Advisors. Tim also supports Financial Advisors in a marketing and training capacity, helping them understand the benefits of using financial planning in their business and educating them on planning techniques.

Prior to joining Baird in 1999, Tim worked in Arthur Anderson’s Private Client Services group where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.

Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the American and Wisconsin Institutes of CPAs and the Financial Planning Association.

Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, USA Today, Chicago Tribune, San Francisco Chronicle, Barron’s, Bloomberg BusinessWeek, MarketWatch, Forbes, and InvestmentNews.

 

LauraThurow.jpgLaura Thurow, CFA
Managing Director
Director of Private Wealth Management Research

Laura Thurow is Director of Private Wealth Management Research at Robert W. Baird & Co., where she is responsible for all research efforts focused on Private Wealth Management. This includes outside money manager and mutual fund research in support of the Recommended Manager and ALIGN programs, as well as individual stock, bond and ETF research and portfolio analysis.

She is co-portfolio manager of the ALIGN Strategic Portfolios, and a voting member of the Investment Policy, Manager & Policy, ALIGN, Mutual Fund, Structured Products and Managed Futures Oversight committees. Laura also works directly with Financial Advisors providing investment and sales strategy and consultation. Prior to joining Private Wealth Management Research, Laura spent five years as a member of Baird’s Auto & Truck Supplier Equity Research team.

Laura received a bachelor of arts degrees in Economics from Trinity College and an MBA from the University of Chicago Booth School of Business. She has earned the CFA charter and is a member of the CFA Society of Milwaukee. Commentary from Laura has been featured in national, regional and trade media including The Wall Street Journal, USA Today and Worth.

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