Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Kyle Sheridan
Vice President, Trust Officer
Kyle is a Vice President and Trust Officer for Baird Trust, serving from our Greenville, South Carolina branch. He focuses on trust administration and client service. He has 5 years of service in the investment industry. Prior to...
Linda Grant Smith, CFP®, CPWA®
Senior Financial Planner
Linda is a Regional Financial Planner at Baird having joined the firm July of 2017. Possessing a unique balance of compassion and wisdom, allows her to guide and support those around her. Linda’s story-like approach to Financial...
Matthew Stanhope
PWM Financial Planner
Matt Stanhope believes in the power of financial planning and takes the time to understand our client’s needs in order to provide them with a complete picture of their financial life. Matt has worked in the finance industry since...
Scott Grenier, CFP®, AEP®
Senior Vice President | Manager of Estate Planning
Scott Grenier is Manager of Financial and Estate Planning for Baird’s Private Wealth Management group. In this role, he is responsible for providing clients and prospects with expertise in estate, tax and financial planning....
Timothy Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning
As Director of Tax Planning for Baird, Tim is responsible for researching, writing and speaking on important tax issues that impact the clients of Baird...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.