Broker Check

Our Extended Team

The team members highlighted below are internal Baird experts, who assist us with complex client issues. They provide a deeper level of expertise as it relates to estate planning, income tax planning, insurance planning, and investment portfolios. These are just a few of the many Baird resources we may call upon to ensure our clients are receiving the best financial advice.


Erica Kroll, CLU®

Erica Kroll, CLU®

Insured Solutions Consultant

Jessica Bell

Jessica L. Bell, JD

Senior Estate Planner

Kathy Carey

Kathy Blake Carey, CFA®

Director, Director of PWM Research

Kelsey Clair

Kelsey Clair

Senior Tax Strategist

Linda Grant-Smith

Linda Grant-Smith, CPWA®, CFP®, EA®

Wealth Strategist, Senior Vice President

Veruschka Halligan

Veruschka Halligan, CFP®

Wealth Planner

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