Expert Team

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.


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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.


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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.


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Laura Thurow, CFA®, Executive Director of Wealth Solutions and Operations

Laura Thurow is Executive Director of Wealth Solutions and Operations for Baird’s Private Wealth Management (PWM) business. In this role, she is responsible for the people, platforms and back office services that support Baird’s financial advisors in all aspects of their wealth management practices.

As part of the PWM Leadership Team, she is also involved in various strategic initiatives in support of Baird’s overall wealth management platform.  Additionally, Laura serves as a member of Baird’s Executive Committee.

Laura received a bachelor of arts degree 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.


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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.


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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.


Meet Baird’s many other experts here.



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Baird’s Fixed Income Research Group is composed of experienced professionals who provide critical analysis for the increasingly complex bond and unique preferred stock environments. This group of experts was nationally recognized as the top municipal bond underwriter in 2014. Their expertise helps us provide clients with customized portfolio analysis and advisory services.

Baird was also ranked No. 1 for overall research quality and importance among small-/mid-cap research advisory firms by Greenwich Associates in 2015.

Baird is honored to have ranked No. 1 in “Top 5” research/advisory firm for importance among small-/mid-cap research advisory firms in a 2016 survey by Greenwich Associates, a leading investment industry consultant.


Expert Team

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.


scottgrenier1.jpg

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.


Holman-Rick.jpg

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.


laurathurow.jpg

Laura Thurow, CFA®, Executive Director of Wealth Solutions and Operations

Laura Thurow is Executive Director of Wealth Solutions and Operations for Baird’s Private Wealth Management (PWM) business. In this role, she is responsible for the people, platforms and back office services that support Baird’s financial advisors in all aspects of their wealth management practices.

As part of the PWM Leadership Team, she is also involved in various strategic initiatives in support of Baird’s overall wealth management platform.  Additionally, Laura serves as a member of Baird’s Executive Committee.

Laura received a bachelor of arts degree 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.jpg

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.


ericakroll1.jpg

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.


Meet Baird’s many other experts here.



MunicipalUnderwriter.jpg

Baird’s Fixed Income Research Group is composed of experienced professionals who provide critical analysis for the increasingly complex bond and unique preferred stock environments. This group of experts was nationally recognized as the top municipal bond underwriter in 2014. Their expertise helps us provide clients with customized portfolio analysis and advisory services.

Baird was also ranked No. 1 for overall research quality and importance among small-/mid-cap research advisory firms by Greenwich Associates in 2015.

Baird is honored to have ranked No. 1 in “Top 5” research/advisory firm for importance among small-/mid-cap research advisory firms in a 2016 survey by Greenwich Associates, a leading investment industry consultant.


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