Professional Resources

Named below are professionals that we have entrusted to provide additional planning services.

ESTATE PLANNING/MEDICARE
Scott Grenier, CFP, AEP
Manager of Financial and Estate Planning
Private Wealth Management
Baird

COLLEGE PLANNING
Jeannette Haen
Assistant Vice President
529/UIT Product & Services Specialist
Baird

INSURANCE AND ANNUITY PLANNING
Blake Panosh
Senior Vice President
Insurance and Annuity Manager
Baird

ESTATE AND TRUST LAW
Matthew Farley, Esquire
Armstrong, Bristow, Farley & Schwarzschild PLC
1807 Libbie Avenue #200
Richmond, VA 23226
804-351-5252
www.armstrongbristow.com

CPA PERSONAL/BUSINESS
Jordan Buckner, CPA
Peter Doyle, CPA
Nathan Hilton, CPA
Davidson, Doyle and Hilton, PA
916 Main Street
Lynchburg, VA 24503
434-846-7611
www.ddhcpa.com

CPA PERSONAL/BUSINESS
Jeff Allen, CPA
Tim Blanks, CPA
Chuck McGinnis, CPA
Brockman, Drinkard and Pennington, PC
104 Archway Court
Lynchburg, VA 24502
434-846-8458
www.bdpcpa.com

ESTATE AND TRUST LAW
John R Alford, Jr. , Esquire
Caskie & Frost
2306 Atherholt Road
Lynchburg, VA 24501
434-846-2731
www.caskiefrost.com

FAMILY LAW
Joy Lee Price, Esquire
Caskie & Frost
2306 Atherholt Road
Lynchburg, VA 24501
434-846-2731
www.caskiefrost.com




Robert W. Baird & Co. does not have any formal relationships or arrangements with any of the External non-Baird Resources listed above. This list should not be considered an endorsement of the products or services offered by these individuals or their firms.

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