What you need is what we do.
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Victor L. LaRosa
Director | Private Wealth Management
As a Director with Baird Private Wealth Management, Victor has over 43 years of experience and expertise in portfolio management, retirement planning and estate planning strategies...
Joanna M. LaRosa
Associate Financial Advisor
BackgroundJoanna LaRosa graduated from Grand Canyon University with an undergraduate degree in Finance and Economics in 2016 and a Master’s degree in Business Administration in 2017. Joanna joined Baird in 2018 as a Transition...
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Eric Wikstrom, CPA, CFP®, CPWA®
Tax specialist
Eric joined Robert W. Baird & Co. in 2021 as a Tax Specialist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan investments. Throughout his...
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Tim Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning, Managing Director
As Director of Advanced Planning for Baird, Tim is responsible for researching, writing and speaking on important planning issues that impact the clients of Baird. This includes topics related to retirement and estate planning, tax law...
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