Timothy M. Steffen
Director of Advanced Planning
As Director of Advanced Planning for Baird, Tim is responsible for researching, writing and speaking on important financial planning issues that impact the clients of Baird. This includes topics related to retirement planning, taxes, college funding, estate planning, and overall financial best practices.
Prior to joining Baird in 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee 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 PLANNERTM professional and a Certified Private Wealth AdvisorSM professional, and a member of the American and Wisconsin Institutes of CPAs, Investments & Wealth Institute (IWI) and Financial Planning Association (FPA).
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, Bloomberg BusinessWeek, Kiplinger’s, U.S. News & World Report, Morningstar, CNBC.com, and InvestmentNews. In addition, he speaks to numerous client and professional groups about tax and financial planning topics, and has taught financial planning classes for the IWI and at the University of Wisconsin-Madison.
Tim regularly shares his perspectives via Twitter (@TimSteffenCPA) and other social media outlets.