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Heather Osborn, CFP®, AAMS®, CExP™, CWA®, CLU®

Heather Osborn, CFP®, AAMS®, CExP™, CWA®, CLU®

Senior Vice President, Director of Wealth Planning Private Wealth Management Baird

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.