Timothy M. Steffen
Tim joined Baird in 1999. His areas of expertise include meeting with clients and prospects to discuss their financial and estate planning needs and serving as an income tax specialist for Baird’s Financial Advisors. Tim also supports Financial Advisors in a marketing and training capacity, helping them understand the benefits of using financial planning in their business and educating them on planning techniques.
Prior to joining Baird, Tim worked in Arthur Anderson’s Private Client Services group where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.
Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth AdvisorSM professional and a member of the American and Wisconsin Institutes of CPAs, Investment Management Consultants Association and the Financial Planning Association. Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, Bloomberg BusinessWeek, Kiplinger’s, U.S. News & World Report, CNBC.com, and InvestmentNews. In addition, he speaks to numerous client and professional groups about tax and financial planning topics.
Tim and his wife, Nicole, reside in Hartland, Wisconsin. They have two children, Megan and Max.