Professional Resources

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Scott Grenier, CFP®, AEP®

Senior Vice President
Manager of Financial and Estate Planning

Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently the Manager of Financial & Estate Planning for Baird’s Private Wealth Management Group.

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. Scott works with clients and their advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.

Scott graduated from Hamilton College with a Bachelors Degree in Economics and earned a Master of Science in Financial Services Degree from The American College.

Scott is an Accredited Estate Planner through the National Association of Estate Planning & Councils, Chartered Advisor in Philanthropy through The American College and a CFP® Professional.

Scott served on the Board of Milwaukee Estate Planning Forum and is a current member of the Milwaukee Estate Planning Forum, member of the Society of Financial Service Professionals and a member of the Financial Planning Association in Southeastern Wisconsin


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Taylor Paules, CFP®

Vice President
Financial Planner
Private Wealth Management


Taylor Paules joined Baird in 2020 as a Financial Planner. His areas of expertise include financial planning, retirement income and distribution planning, and Social Security. He serves in helping Financial Advisors to incorporate financial planning into their practice by using the tools and questionnaires available to create meaningful proposals for their clients and prospects.

Prior to joining Baird, Taylor spent 4 years at TIAA, as a Financial Planner. He supported financial advisors with their financial and estate planning needs. He also served in a coaching role, helping financial advisors utilize planning software to create impactful proposals for their clients. Previously, Taylor spent 3 years at Fidelity Investments as a Retirement Solutions Representative, consulting with clients in choosing suitable investment portfolios, and worked with retirement plan participants.

Taylor attended the University of Colorado at Boulder, where he earned his bachelor’s degree in Economics with a minor in Business Administration. Taylor is a Certified Financial Planner® professional and currently holds the Series 7, 66 and 63.

Taylor resides in Denver, Colorado. He has a passion for traveling, is an avid skier, mountain biker, and enjoys camping with his dog.

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