Tim Steffen, CPA/PFS, CFP®, CPWA®, is the Director of Advanced Planning at Baird. Tim is responsible for researching, writing and speaking on important planning issues, including topics related to retirement and estate planning, tax law, executive compensation, business owners, legislative changes, and overall best practices. Commentary from Tim has been featured in national, regional and trade media such as The Wall Street Journal, BusinessWeek, Kiplinger’s, U.S. News & World Report, Morningstar, CNBC.com and InvestmentNews. 

Brad Bartick, CFP®, CWS®, is a Wealth Planner at Baird. A behaviorist at heart, Brad’s focus as a planner has always been directed towards coaching fundamentally smart investing behavior. He is guided in this endeavor by a sincere belief that every individual has the power to make sound financial decisions and exercise great judgment in any of life’s many financial pursuits.