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Financial Planning Team

While we are the daily point of contact for all our client's needs, one of our greatest advantages is our ability to leverage Baird's resources and expertise to provide optimal solutions for our clients. We would like to introduce you to the Financial Planning experts that support our team.

Scott Grenier

Scott Grenier, CFP®, AEP®

Manager of Estate Planning | Senior Vice President

Kelsey Clair

Kelsey Clair, CPA

Tax Strategist

Linda Smith

Linda Grant Smith, CFP®, CPWA®

Senior Financial Planner

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