Timothy M. Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning
Tim joined Baird in 1999. His areas of expertise include meeting with clients and prospects to discuss their financial and estate planning needs and serving as an income tax specialist for Baird’s Financial Advisors. Tim also supports Financial Advisors in a marketing and training capacity, helping them understand the benefits of using financial planning in their business and educating them on planning techniques.
Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth AdvisorSM professional and a member of the American and Wisconsin Institutes of CPAs, Investment Management Consultants Association and the Financial Planning Association. Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, USA Today, Chicago Tribune, San Francisco Chronicle, Barron’s, Bloomberg BusinessWeek, MarketWatch, Forbes, and InvestmentNews. In addition, he speaks to numerous client and professional groups about tax and financial planning topics.
Scott Grenier, CFP®, CPWA®
Scott Grenier is Manager of Financial and Estate Planning for Baird’s Private Wealth Management group. In this role, he is responsible for providing clients and prospects with expertise in estate, tax and financial planning. Scott also supports Financial Advisors by helping them understand the benefits of using financial planning in their business and educating them on planning solutions and techniques.
Scott has a bachelor’s degree in economics from Hamilton College in Clinton, NY, and a master of science in financial services degree from The American College. He has earned the CFP®, CLU®, ChFC®, AEP®, CAP® and CPWA® designations. He holds his life and health insurance licenses, along with his FINRA series 7, 9, 10, 63 and 65. Scott is a board member of the Milwaukee Estate Planning Forum, Ltd., and general member of the Society of Financial Service Professionals, the Financial Planning Association and the National Association of Estate Planners & Councils.
Erica Kroll, CLU®
Erica joined Baird in 2003 and has 15 years of 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. Prior to joining Baird, Erica spent five years working as an Executive Assistant to the Life Insurance Director and Annuity Director at Banc One Insurance Services. 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.
Bruce A. Bittles
Chief Investment Strategist
Bruce provides stock market analysis to Baird’s retail, institutional and corporate clients, and also is a member of Baird’s Investment Policy and Stock Selection committees. He joined Baird in 2002. 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 the 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 BS in Business and MBA in Economics and Finance from Fairleigh Dickinson University.
William A. Delwiche, CMT, CFA
Willie is Baird’s Investment Strategist. Before joining Baird in 1999, Willie worked briefly as a researcher at the Committee for Economic Development, a Washington, D.C., pro-business think tank. Willie received a BA in Economics and in Government and Politics from the University of Maryland, and an MA in Economics at the University of Wisconsin-Milwaukee. Willie is a member of the Market Technicians Association (MTA) and the American Economics Association (AEA).
John L. Blair
Mr. Blair is a co-founder and Managing Director of Client Relations and Marketing for DT Investment Partners, LLC. He is responsible for developing and maintaining all aspects of client relationships for DT Investment Partners’ diverse client base that includes institutions, individuals and sub-advisory clients. Mr. Blair previously was a Vice President with Clermont Wealth Strategies. Other roles during his 22 years of investment industry experience have included Vice President and Portfolio Manager with The Haverford Trust Company, where he was responsible for developing client relationships and managing investment portfolios along with leading the firm’s product distribution to many of the nation’s leading brokerage firms, and Vice President with Wachovia Bank, where he was responsible for the management, sales, and marketing of the firm’s products and services in Chester and Western Delaware Counties in Pennsylvania. Mr. Blair is a graduate of Millersville University with a B.A. in Economics and holds FINRA Series 7, 63, and 65 licenses.
DT Investment Partners, LLC is not affiliated with Baird.
J. Randall McLaughlin, CFA
Randy has over 20 years of investment experience and has been with Baird’s Asset Management Group since 1996. He is currently a portfolio manager serving institutional and high net-worth relationships. Randy is the chief architect of Specialized Asset Management, a customized approach to building portfolios of high quality blue chip stocks fixed income securities that are supplemented with a variety of funds and ETFs to provide a comprehensive investment solution.. Randy graduated from the University of Colorado – Boulder with a BA in Economics in 1989. He earned the Chartered Financial Analyst designation in 1999. For his commitment to public service and his community, Randy was the 2011 winner of the G Frederick Kasten, Jr. award for asset management, the highest honor a Baird associate can receive.