Tim originally joined Baird in 1999 serving in a variety of planning-oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.

Heather Osborn serves as the Director of Wealth Planning at Baird. She is a CFP® professional who works as an extended member of Phil’s team, providing expertise on challenges affecting high-net worth clients.

Baird Family Wealth supports advisors as they focus not on the “what” but on the “why” behind client objectives. We work with you to take the time to understand what makes each family unique, and how best to support them throughout the generations.

Scott Grenier joined Baird in 2010. Scott is currently the Manager of Estate and Tax Specialists for Baird’s Private Wealth Management Group. Scott's expertise lies in the area of estate planning, and when he's not managing the team, he's helping financial advisors review their clients' estate plans and conducting seminars.