“The Team Behind our Team” is a carefully selected group of professional advisors with whom we work. These individuals are experts in their fields and are available to assist us in addressing your needs. Often, it is with their help that we evaluate specific challenges and devise appropriate recommendations. We are pleased to introduce them to you
Advisory Team
Laura Thurow, CFA®
Executive Director of Wealth Solutions and Operations
Scott Grenier, CFP®, AEP®
Manager of Estate Planning Senior Vice President
Timothy Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Laura Ames, JD
Wealth Strategist
Matt Urbanek, CRPC®, CFP®
Wealth Planner, Wealth Planning Department
Melanie Schmieding, MBA, CTFA, CEPA
Director of Baird Family Wealth
Michael Burzynski, CPA
Senior Tax Strategist
Ross Mayfield, CFA
Investment Strategist