EXPERT NETWORK
Robert J. Robes, JD, LLM
Director of Wealth Strategists
Olivia King
Trust Officer
Jessica Bell, JD, CPWA®
Senior Estate Planner
Kristen Banks, CPA
Tax Strategist
Jaleigh White, CPA, CPWA®
Director of Baird Family WealthÂ
Timothy M. Steffen, CPA-PFS, CFP®, CPWA®
Director of Advanced Planning
Veruschka Halligan, CFP®
Wealth Planner
Willis W. Hobson, JD
Trust Strategist
Andrew McKay
Managing Director, Head of Business Owner Solutions