Estate & Wealth Transfer Planning
Scott Grenier, CFP®, AEP®
Manager of Estate Planning | Senior Vice President
Financial & Tax Planning
Linda Grant Smith, CFP®, CPWA®
Wealth Strategist
Annuity Specialist
Jamie D. Awe, CRPC®
Insured Solutions Sr. Consultant
Risk Management & Long Term Care Specialist
Erica Kroll, CLU®
Insured Solutions Consultant
Strategas – a Baird company – provides market strategy and perspective tailored to help you better understand what is happening in the world today and how it can impact your portfolios and plans. Exclusive to Baird, these premier market, macroeconomic, and government policy insights complement the planning and investment strategy work that we do as a Baird Financial Advisor.