Greg Longtine is a financial advisor at Baird, having joined the firm in 2021. He specializes in the development of investment and retirement plans and in the advisement of individuals and families in management, preservation and transition of their wealth. He also brings special expertise in tax law.
Greg earned his bachelor’s degree in business administration from the University of Wisconsin School of Business. Before starting his wealth management practice in 1998, Greg worked for two prominent CPA firms in Indiana and Kentucky and served as a controller for a manufacturing company. His past experience as a CPA helps him understand the problems and challenges facing individuals and businesses as they plan their financial future. Greg is also a CERTIFIED FINANCIAL PLANNER® professional.
Greg serves on the boards of the Green River Area Community Foundation and Care Net Pregnancy Center of Owensboro. He is a member of the McLean County Chamber of Commerce, Owensboro Rotary Club and American Institute of Certified Public Accountants.