Our Team of Experts
Estate & Wealth Transfer Planning
Gail S. Freeman, J.D.
Senior Estate Planner
Gail Freeman joined Robert W. Baird & Co. in 2020.
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.
Financial & Tax Planning
Linda Grant Smith, CFP®, CPWA®
Linda is a Regional Financial Planner at Baird having joined the firm July 2017. Leveraging her past experience and extensive background as a CFP(R), Linda prepares 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.
Investment Strategy Team
Strategas – a Baird company – provides market strategy and perspective tailored to help you better understand what is happening in the world today and how it can impact your portfolios and plans. Exclusive to Baird, these premier market, macroeconomic, and government policy insights complement the planning and investment strategy work that we do as a Baird Financial Advisor.
Jamie D. Awe
Senior Annuity Specialist
Jamie joined Baird in 2008. Prior to joining Baird, Jamie spent ten years working at Financial Institutions Marketing Company (FIMCO). He was a Regional External Wholesaler and was responsible for marketing and distributing annuity solutions to financial institutions across the country.
Jamie graduated from the University of Wisconsin-Milwaukee (summa cum laude) with a bachelor degree in Business Administration, majoring in both Finance and Marketing. He also holds his WI life license along with his FINRA Series 7 & 63. In 2013, Jamie obtained his Chartered Retirement Planning CounselorSM designation from the College of Financial Planning.
Risk Management & Long Term Care Specialist
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.