PROFESSIONALS WE ENTRUST TO PROVIDE ADDITIONAL SERVICES


FINANCIAL/ESTATE PLANNING SERVICES

Scott M. Grenier, CFP®, AEP®

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Manager, Estate & Tax Planning
Private Wealth Management
Baird




Scott Grenier joined Baird in 2010. Scott is currently the Manager of Financial & Estate Planning for Baird’s Private Wealth Management Group. Scott's expertise lies in the area of estate planning, and when he's not managing the team, he's helping financial advisors review their clients' estate plans and conducting seminars.

Laura Davis, CFP®, CLU®, ChFC®, RICP®, CAP®

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Financial Planner
Financial-Estate Planning Team Baird




Laura Davis is a Regional Financial Planner at Baird having joined the firm in 2019 from the Hilliard Lyons Financial Planning team. Laura’s expertise in holistic financial planning ranges from insurance planning, education planning, retirement distribution planning, and charitable giving strategies.

Gail Freeman, J.D.

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Senior Estate Planner
Baird




Gail Freeman joined Robert W. Baird & Co. in 2020. Gail is currently a Senior Estate Planner for Baird’s Private Wealth Management Group. 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.


INSURANCE SERVICES

Melvin "Buddy" Glazier, Jr., CLU, ChFC, MBA

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Vice President
Highland Capital Brokerage - New England




Melvin “Buddy” P. Glazier, Jr., serves as Vice President for Highland Capital Brokerage, serving Upstate NY, VT, NH and Maine. Buddy has 30 years of experience in insurance planning, working with advisors, agents, planning teams, CPAs, attorneys, and trust officers in all distribution channels. He reviews financial plans that advisors have created with an insurance lens to help them identify opportunities where their clients will benefit from the solutions he provides. He has expertise in counseling advisors and clients on the full range of insurance planning strategies and implementing these solutions. With his thorough life insurance knowledge and expertise, and his appreciation of the advisor-client relationship, Buddy will often meet with advisors and their clients.


TAX SERVICES

Kelly Huggins, CPA

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Senior Tax Manager
One River CPAs




Kelly earned her B.S. in Accounting and M.B.A. from Thomas College. After graduating she worked for a public accounting firm in Portland for nine years. Kelly works within the tax department where she will continue to develop her technical knowledge in the closely-held business practice area. Her work includes individual income tax planning and compliance as well as pass-through entity. She enjoys working with small and multigenerational businesses and helping people grow while staying compliant with their tax obligations.


MORTGAGE SERVICES

Andrew Michaud

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Loan Officer
Residential Mortgage Services, Inc.




As a 20 year Financial Services professional, Andrew has earned a solid reputation of being responsive and putting his clients first. His primary focus is to consult and guide people throughthe mortgage process. Purchase and refinancing of Primary residences, second homes and Investment properties are his areas of expertise. Andrew strongly believes that today is all about setting proper expectations while creating a transparent and efficientmortgage execution. Andrew is currently licensed in ME, NH, MA, RI, CT, NY. NJ, PA, OH, IN, IL, TN, MD, DE, DC, VA, NC, SC, GA, FL. He holds a Chartered Financial Consultant designation and is a graduate of the University of Maine with a B.S. in BusinessAdministration.



Baird does not have any formal relationships or arrangements with any of the External non-Baird Resources listed above. This list should not be considered an endorsement of the products or services offered by these individuals or their firms.


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