Our Extended Team

Often times we refer to several resources upon which we rely to help us provide you with precise solutions to your total wealth picture. These individuals are experts in their fields and are available to assist us in addressing some of the more advanced areas of wealth management, insurance and estate planning. They are “the Team Behind our Team” and we are pleased to introduce them to you.


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Timothy M. Steffen, CPA/PFS, CFP®, CPWA®
Director
Director of Advanced Planning
Private Wealth Management
tsteffen@rwbaird.com
@TimSteffenCPA

Baird
777 E. Wisconsin Ave.
Milwaukee, WI 53202

Direct (414) 298-7424
Toll Free (800) 792-2473
Fax (414) 298-5955

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.

Prior to joining Baird, Tim worked in Arthur Anderson’s Private Client Services group where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.

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. Tim and his wife, Nicole, reside in Hartland, Wisconsin. They have two children, Megan and Max.


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Scott Grenier
Manager of Financial and Estate Planning
Sr. Vice President

Scott Grenier joined Baird in 2010. Scott is currently Manager of Financial and Estate Planning for Baird’s Private Wealth Management Group.

Background

Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to high net worth individuals and families at Cleary Gull, Inc. Scott works with clients and their advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.

Education/Designation

Scott graduated from Hamilton College with a Bachelors Degree in Economics and earned a Master of Science in Financial Services Degree from The American College.

Scott is an Accredited Estate Planner through the National Association of Estate Planning & Councils, Chartered Advisor in Philanthropy through The American College and a CFP® Professional.

Community Involvement

Scott served on the Board of Milwaukee Estate Planning Forum and is a current member of the Milwaukee Estate Planning Forum, member of the Society of Financial Service Professionals and a member of the Financial Planning Association in Southeastern Wisconsin.


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Laura Thurow, CFA
Managing Director
Director of PWM Research, Products & Services
lthurow@rwbaird.com

Telephone: (414) 298-1820

Laura Thurow is Director of Private Wealth Management Research, Products & Services at Baird. In this role, she is responsible for the people and platforms that support Baird Financial Advisors in all aspects of their wealth management practices. This includes investment research and portfolio management, financial and estate planning, advisory solutions, credit and cash management, corporate and executive services and various other products and programs, as well as the technology strategy.

As part of the PWM Leadership Team, she is also involved in various strategic initiatives in support of the wealth management platform overall. Prior to joining PWM Research in 2005, Laura spent five years as a member of Baird’s Institutional Equity Research team.

Laura received a BA in Economics from Trinity College and a 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. She also holds the Series 7, 9, 10, 63, 86 and 87 licenses.

Laura and her husband Jason have two daughters, nine year old Elizabeth and seven year old Alexandra. Laura is also Past President and continues to serve on the Board of Directors of The Gathering, a local non-profit meal program.


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Brian Ellenbecker, CFP®,
CPWA®, CIMA®
Vice President
Senior Financial Planner

bellenbecker@rwbaird.com

Baird
777 E. Wisconsin Ave.
Milwaukee, WI 53202

Direct (414) 298-6095
Fax (414) 298-5955

Brian joined Baird in March of 2005. His areas of expertise include financial and estate planning, retirement plans, retirement income and distribution planning, Social Security and Medicare. He also serves in a training role, helping Financial Advisors understand the benefits of incorporating financial planning into their practice and using the tools Baird has available to create meaningful proposals for their clients.

Prior to joining Baird, Brian spent five years at Strong Investments in Menomonee Falls, WI, most recently as a Senior Investment Consultant, assisting preferred clients in selecting suitable investment portfolios and creating financial and investment plans, and working with retirement plan participants. He also spent one year as a Financial Advisor at St. Francis Bank and New York Life, helping clients develop tax-efficient portfolios, managing executive compensation plans, and developing financial and estate plans for high net worth individuals.

Brian earned his bachelor’s degree in Finance from Marquette University in 2000. Brian is a Certified Financial Planner® practitioner, a Certified Private Wealth Advisor® and a Certified Investment Management Analyst®, and is a member of the Financial Planning Association, where he serves on the Symposium Planning Committee, and the Investment Management Consultants Association. In 2015, Brian was awarded a seat on the Medical College of Wisconsin Cancer Center’s Advisory Board.

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