Meet Our Extended Team | Longtine Ivey Wilkerson Group

Our Extended Team

As financial advisors at Baird, we have a unique opportunity to complement our expertise with that of specialists within the firm. When our clients need advanced solutions to solve complex problems, we coordinate meetings with our extended team to ensure your needs are met in a comprehensive manner.

Tim Steffen, CPA-PFS, CFP®, CPWA™

Director of Advanced Planning l Managing Director

Scott Grenier, CFP®, AEP®

Manager of Tax & Estate Planning l Senior Vice President

Jaleigh White, CPA, CPWA®

Director of Baird Family Wealth

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.