To gain the precise expertise we need to effectively oversee all aspects of our clients’ financial affairs, we work with a network of professional advisors. These carefully selected experts assist us in addressing a broad spectrum of subjects. As your wealth manager, we review your complete financial picture and identify any needs. As appropriate, we then turn to our network in order to evaluate your specific challenges and devise appropriate recommendations.
Tim Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning
Tim Steffen is Director of Advanced Planning for Baird’s Private Wealth Management group.
Laura Thurow, CFA®
Director of PWM Research, Products & Services
Laura Thurow is Director of Private Wealth Management Research and Products & Services at Robert W. Baird & Co., where she is responsible for all research efforts focused on Private Wealth Management.
Estate & Wealth Transfer:
Douglas L. Kaune, Esquire
Unruh, Turner, Burke & Frees, P.C.
Doug is expert in the fields of Estate Planning, Estate Administration, Family Wealth Transfer and Asset, Tax and Creditor Protection.
Rebecca Rosenberger Smolen
Bala Law Group
Rebecca is a Member and Co-founder of Bala Law Group, LLC. She concentrates her practice in the areas of tax and estate planning; closely held business succession planning; charitable giving; and estate and trust administration. She has authored several articles and lectures frequently on various topics related to her practice areas.
Accounting & Business Consulting
Robert W. Fesnak, CPA/ABV, CMA, CVA, MBA
Partner, Management Consulting Leader, PA/NJ
Bob has developed an extensive background in audit, accounting, tax, valuation and financial consulting for many public and middle market companies. He has over thirty years of experience with concentration in the manufacturing, technology, life science, service, real estate, wholesale, health care, private equity and leasing industries. His experience included assisting clients in the registration of various debt and equity securities with the Securities and Exchange Commission (SEC) including various SEC filings.
President / Head Coach
Main Line Accounting
Mainline accounting is a CPA firm dedicated to the accounting needs of small businesses, not-for-profits, churches, and individuals. What sets them apart from their competitors is their mission statement: “Our trusted team of Certified Public Accountants, Certified QuickBooks Proadvisors®, and other professionals helps manage the financial needs of our clients by providing the highest quality accounting, consulting, and bookkeeping services.”
Morris Gocial, CPA/CFF, CVA, CrFA
Morris Gocial, founding member of MDG LLC, assumes responsibilities in areas of direct client relationships, forensic and litigation support services and business valuations. Mr. Gocial advises his clients in areas such as maximizing profits, setting long term goals, creating internal control systems, choosing financing alternatives, etc.
Insurance and Risk Management:
Marsh Private Client Services (PCS)
Karen leads the asset protection consulting and insurance services offered to affluent individuals and families in the Philadelphia area. Prior to joining Marsh, she was the Vice President of Clients Services at Hub International (PLI) where she focused on managing risk for affluent individuals and families. She has served the risk management needs of her clients for more than 30 years.
Philanthropic & Foundation Services:
President & CEO
Montgomery County Foundation, Inc.
The Montgomery County Foundation, Inc. is a tax-exempt 501(c)(3) public charity, community foundation that supports donors in making a critical impact on societal issues and achieving the donor’s philanthropic vision through permanent endowment funds and other giving vehicles. The Foundation has also developed an increasingly integral role in the region as a “Catalyst for Community Solutions”, identifying and facilitating the exploration and resolution of a significant scope of challenges and opportunities in collaboration with other public, private and community stakeholders.
V.P. of Donor Services & Grantmaking
Chester County Foundation
The Chester County Community Foundation connects people who care with the causes that matter, so their philanthropy makes a difference now and forever. CCCF makes grant and scholarship awards primarily from its endowed Donor Advised Funds, Field of Interest Funds, and Nonprofit Endowment funds. Most of CCCF’s grants are made via donor advised funds—donor families recommend grants to the Board for approval. CCCF encourages and inspires philanthropy by working with: Families and Individuals interested in legacy giving; Teenage youths interested in philanthropy; Private foundations; Professional advisors, especially estate planners and financial planners; and Nonprofits.
Senior Loan Officer
Dave Marciniak is a Senior Loan Officer with Pinnacle Mortgage, Inc., currently licensed in Pennsylvania and New Jersey. He has been originating residential mortgages with Pinnacle since 2004. His job is to simplify an otherwise complex process and guide homebuyers at every stage of the mortgage process to ensure a smooth and timely closing. He is a graduate of Rutgers University and currently resides in Montgomery County, PA with his wife and two daughters.
With a background in investment banking, Antony co-founded Sterling Trustees with his father in 2008 and serves as its president. Sterling brings extraordinary experience and top notch technology to bear in serving a global clientele.
Deborah Westrum Patterson
Vice President, Private Bank
Debbie Westrum works closely with family offices and their clients, wealth management firms, entrepreneurs, and business owners. TriState Capital Private Bank provides a high level of client-driven service with specialized lending and deposit products.
Frank Michel, CEPA
Frank Michel is the founder of Exit Decisions, a specialized consulting practice designed to help business owners understand the “If, When, & How” of selling their business.
Liability & Injury Law:
Thomas N. Sweeney, Esq
Messa & Associates
Tom Sweeney concentrates his practice in complex personal injury cases including premises liability, toxic tort, medical malpractice, products liability and other catastrophic injury cases. He has practiced before trial and appellate judges in both state and federal courts, and has represented clients before the American Arbitration Association.
Real Estate Law:
Wisler Pearlstine, LLP
Andrew R. Freimuth is a member of Wisler Pearlstine’s Municipal Law and Real Estate, Zoning and Land Development practice groups. He has extensive experience in real estate, land use, municipal law, and zoning matters, representing individuals, businesses, institutions, municipalities, and nonprofit groups.
Intellectual Property Law
Aaron B. Rabinowitz
Aaron Rabinowitz focuses on every step of patent law, from drafting and prosecuting complex patent applications to litigating granted patents in federal trial and appeals courts. Aaron also has experience with patent validity and infringement opinions as well as with due diligence and licensing matters.
Long Term Care:
Amy N. Cohen, CLTC
Amy counsels individuals through the complex and confusing maze of LTC insurance protection. Her primary focus is helping clients design appropriate plans to provide wealth protection, peace of mind, and lifestyle security.
Robert W. Baird & Co. does not have any formal relationships or arrangements with any of the professional advisors listed above. This list should not be considered an endorsement of the products or services offered by these individuals or their firms. Baird does not provide tax or legal services.