Broker Check

Benefits of a CFP®

Why you should consider working with a CERTIFIED FINANCIAL PLANNER™.

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Create a Financial Plan

Each client relationship begins with a custom, tailored financial plan that explores your goals, needs, and values.

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Bull and Baird Blog

Read Michael Antonelli's Blog. Michael is our Market Strategist at Baird.

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Meet the Team

Advanced Planning

Scott Grenier CFP®, AEP®

Scott Grenier CFP®, AEP®

Manager of Estate Planning | Senior Vice President

Kathy Blake Carey CFA®

Kathy Blake Carey CFA®

Director of Research & Advanced Planning | Director

Jessica Bell, JD

Jessica Bell, JD

Senior Estate Planner

Kelsey Clair CPA®, CPWA®

Kelsey Clair CPA®, CPWA®

Senior Tax Strategist

Katherine Schoen, CFA®, CAIA®

Katherine Schoen, CFA®, CAIA®

Baird Capital & Private Equity

Chad Afdahl

Chad Afdahl

Lending/Liquidity Solutions

Strategize for Retirement

Strategize for Retirement

Experience a fulfilling retirement with our financial guidance. Whether it's travel, hobbies, or quality time with loved ones, we tailor strategies for your secure financial future. Trust us to make your retirement dreams a reality.

About My Practice

Creating an effective investment strategy is an ongoing process, and I am with you every step of the way.

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How I Can Help

From wealth management to estate concerns, I'm ready to help.

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Our Why

I take pride in creating practiced, disciplined, and comprehensive investment strategies.

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We Put People First

We Put People First

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.

Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.

How Can I Help?

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