In order to take a comprehensive evaluation of the entire range of your financial needs, we have a team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas. Our team of specialists evaluates all aspects of your financial situation and devises appropriate financial solutions.
Brian Ellenbecker, CFP®, CIMA®, CPWA®, Financial Planning
Brian joined Baird in March of 2005. His areas of expertise include financial and estate planning, retirement plans, retirement income and distribution planning, Social Security and Medicare. He also serves in a training role, helping Financial Advisors understand the benefits of incorporating financial planning into their practice and using the tools Baird has available to create meaningful proposals for their clients.
Prior to joining Baird, Brian spent five years at Strong Investments in Menomonee Falls, WI, most recently as a Senior Investment Consultant, assisting preferred clients in selecting suitable investment portfolios and creating financial and investment plans, and working with retirement plan participants. He also spent one year as a Financial Advisor at St. Francis Bank and New York Life, helping clients develop tax-efficient portfolios, managing executive compensation plans, and developing financial and estate plans for high net worth individuals.
Brian earned his bachelor's degree in Finance from Marquette University in 2000. Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth Advisor® and a Certified Investment Management Analyst®, and is a member of the Financial Planning Association, where he serves on the Symposium Planning Committee, and the Investment Management Consultants Association.
Scott Grenier, CFP®, AEP®, Manager of Financial and Estate Planning
Scott Grenier is a Manager of Financial and Estate Planning for Baird’s Private Wealth Management group. In this role, he works with clients and their Baird financial advisors on business succession, tax and estate planning strategies, with a focus on tax-efficient wealth transfer opportunities. Prior to joining Baird in 2010, Scott provided financial planning solutions to high-net-worth individuals and families at Cleary Gull.
Scott graduated from Hamilton College with a Bachelor’s Degree in Economics and earned a Master of Science in Financial Services Degree from The American College. He is an Accredited Estate Planner through the National Association of Estate Planning & Councils, Chartered Advisor in Philanthropy through The American College, and a CERTIFIED FINANCIAL PLANNER™ practitioner.
Scott served on the Board of the Milwaukee Estate Planning Forum. Currently he is a member of the Milwaukee Estate Planning Forum, the Society of Financial Service Professionals and the Financial Planning Association of Southeastern Wisconsin.
Rick Holman, J.D. CFP®, CLU®, Estate Planning
Rick is a Senior Estate Planner for Baird’s Private Wealth Management group based in Dallas. In this role, he works with clients, along with their Baird financial advisors and other professional advisors, to promote the benefits of estate planning and assist with the development of estate plans.
Prior to joining Baird in 2014, Rick was a consultant and manager in the Estate and Business Case Development unit of The Nautilus Group, a service of New York Life Insurance Company. Additionally, he has worked as an Estate Planning Attorney in the insurance industry, and as a financial planning consultant and advanced case design specialist with Raymond James Financial.
Rick has coached advisors on integrating estate planning into their practices; taught a financial planning class; spoken at advisor forums, client seminars and estate planning conferences; and contributed articles to industry publications.
A native of Florida, Rick graduated from the University of Miami with a degree in politics and earned his J.D. from Florida State University. He has obtained his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Life Underwriter designations, and holds FINRA Series 6, 7, 63 and 65 licenses.
Laura Thurow, CFA®, Equity Research
Laura is responsible for all research efforts focused on Baird’s Private Wealth Management. This includes outside money manager and mutual fund research in support of the Recommended Manager and ALIGN programs, as well as individual stock, bond and ETF research and portfolio analysis. She is co-portfolio manager of the ALIGN Strategic Portfolios, and a voting member of the Investment Policy, Manager & Policy, ALIGN, Mutual Fund, Structured Products and Managed Futures Oversight committees. Prior to joining Private Wealth Management Research, Laura spent five years as a member of Baird’s Auto & Truck Supplier Equity Research team. Laura received a bachelor of arts degrees in Economics from Trinity College and an MBA from the University of Chicago Booth School of Business. She has earned the CFA charter and is a member of the CFA Society of Milwaukee.
Craig Elder, Fixed Income
Craig Elder is a Senior Fixed Income Analyst, a role in which he provides fixed income market and investment strategy to Baird's Private Wealth Management Group. He provides credit research support for corporate bonds, municipal bonds and preferred stocks. He is the author of Baird's "Fixed Income Weekly."
Prior to joining Baird, Craig was a Senior Vice President in the Fixed Income Research Department at Morgan Keegan, serving as the senior analyst for the Retail Fixed Income Trading Desk. Formerly, he was also the Controller for the SBA Trading Department at the Planters National Bank in Memphis. He began his career in the financial services industry as an account executive for Dean Witter Reynolds.
Craig holds a BBA in Business Administration with a major in Finance from the Fogelman College of Business and Economics at the University of Memphis and received an MBA from Christian Brothers University in Memphis. He is a member of the Fixed Income Analyst Society, the CFA Society of Chicago and the CFA Institute.
Commentary from Craig on the bond markets has been featured in national, regional and trade media such as CNBC, The Wall Street Journal, USA Today, The Bond Buyer, CFA Magazine, and Bloomberg News.
Bruce Bittles, MBA, Investment Strategy
Bruce joined Baird in 2002 and provides stock market analysis to Baird's retail, institutional and corporate clients. He is also a member of Baird's Investment Policy and Stock Selection committees. Bruce began his investment career as head trader at the options trading firm of Thomas, Haab and Botts in New York City, where he served for nine years. In 1974, Bruce joined J.C. Bradford & Company to establish and head their options department. In 1985, he joined Bradford's research department, where he was partner in charge of market strategy until the company was acquired by Paine Webber in 2000. He received both his Bachelor of Science degree in business and MBA in economics and finance from Fairleigh Dickinson University.
Erica Kroll, CLU®, Insurance
Erica Kroll joined Baird in 2003 and has over 14 years experience in the financial services industry. As the Insurance Specialist for Baird Insurance Services, Erica supports Baird Financial Advisors in insurance planning concepts from the most simple to advanced wealth transfer planning techniques. Erica also assists in evaluating client’s existing insurance portfolios. Erica is a Chartered Life Underwriter (CLU®) designee and has advanced education in long-term care planning. She also holds the FINRA Series 6 & 63 licenses, as well as, the WI life and health licenses.