Scott Grenier, CFP®, AEP®
Senior Vice President
Manager of Financial and Estate Planning
Scott Grenier is the Manager of Financial and Estate Planning for Baird’s Private Wealth Management group, a role in which he oversees Baird’s team of financial and estate planners across the U.S. He works with clients and their financial advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.
He is a general member and former board president of the Milwaukee Estate Planning Forum, as well as a general member of the Society of Financial Service Professionals, Financial Planning Association and National Association of Estate Planners and Councils.
Kelsey Clair, CPA
Kelsey Clair joined Baird in 2020. Kelsey is currently the Tax Strategist for Baird’s Private Wealth Management Group. Prior to joining Baird in 2020, Kelsey was responsible for providing tax compliance and tax planning services to high net worth individuals and privately held businesses at Dixon Hughes Goodman, LLP.
Linda Grant-Smith, CPWA®, CFP®
Regional Financial Planner
Linda is a Regional Financial Planner at Baird having joined the firm July of 2017. Possessing a unique balance of compassion and wisdom, allows her to guide and support those around her. Linda’s story-like approach to Financial Planning is what sets her apart from the rest of the field. As a CFP®, she caters to all clients through her creation of visual, calculated, and proactive plans. These plans serve as a compass through the territory of taxation, investments, insurances, health care, education, final wishes, and anything else falling under the broad scope of personal finances.
Linda earned her BA from Wesleyan University in Russian Studies with a concentration in teaching, holds the Certified Financial Planner® designation, Certified Private Wealth Advisor® Certification and received a Certificate in Business Succession Planning from the American College. She currently holds the series 7, 66, 63, 51, 26, 24, life, health, annuity and property and casualty insurance licenses.
Prior to joining Baird, Linda was a financial planner and advisor at various independent firms. Throughout her tenure, she has been published in the Financial Planning magazine, received multiple writing and speaking awards, and has conducted numerous educational seminars to other professionals.
Linda and her husband, Scott, reside in Centerville, TN and enjoy the countryside activities of hiking, kayaking, and boating the Duck and Piney Rivers. They have three grown sons, of whom they are very proud.
Maggie joined Baird in 2013 as a member of the Annuity and Insurance Operations Team and began working in the Annuity Marketing Department in June 2017. As an Annuity Specialist, her primary duties include supporting Baird Financial Advisors and their clients in evaluating existing annuity contracts and providing product recommendations. She is also responsible for maintaining annuity product marketing materials for both internal and external clients.
Prior to joining Baird, Maggie was a second grade teacher at a school in Milwaukee. She graduated from the University of Wisconsin – Milwaukee where she received a BS in Curriculum and Instruction.
Maggie, her husband Jake and their daughters Lucy and Grace reside in Wauwatosa, WI. They enjoy spending time outside, attending community events and rooting on Wisconsin sports teams.
Erica Kroll, CLU®
Senior Insurance Specialist
Erica Kroll joined Baird in 2003, where she is responsible for supporting Baird Financial Advisors and their clients with their insurance based planning needs. By working through the Baird Wealth Management process in a consultative manner, Erica is able to incorporate insurance into the overall financial plan to enhance the client’s goals and objectives.
Prior to joining Baird, Erica worked as an Executive Assistant at Banc One Insurance Services supporting the sales and marketing efforts of their life insurance and annuity solutions. Erica is a Chartered Life Underwriter (CLU®) and has advanced education in long-term care planning. She also holds the FINRA Series 6 & 63 licenses, along with the Wisconsin life and health licenses.
Erica, her husband Erik and their daughter Haley reside in Vernon, WI. She and her family enjoy spending time outdoors fishing and camping.
Gail Freeman, J.D.
Senior Estate Planner
Gail Freeman joined Robert W. Baird & Co. in 2020. Gail is currently a Senior Estate Planner for Baird’s Private Wealth Management Group.
Prior to joining Baird, Gail was a Senior Wealth Planning Strategist for Wells Fargo Private Bank in New York City. Throughout her career in both law and financial services, Gail has worked with individuals and families advising on a broad range of sophisticated estate planning strategies and developing customized wealth plans based on a thorough understanding of each client’s personal values, asset growth and wealth transfer goals. Helping each client to realize their unique vision for their legacy, Gail has utilized both tax and non-tax solutions to achieve that vision.
Gail graduated from the University of South Carolina and earned her J.D. from The John Marshall Law School in Chicago, Illinois.