Tim Steffen, CPA/PFS, CFP®, CPWA
Director of Tax Planning
Baird Private Wealth ManagementE-mail: firstname.lastname@example.org
Connect With me
Experience & Expertise
Tim heads up the tax planning department for Baird Private Wealth Management, having just returned to Baird in this role after leaving his twenty-year "first term" to serve as a consultant on the advisor education team at a large investment company. Tim is well-know throughout the financial services industry as an expert in tax planning. He has been quoted in more publications than can be reasonably listed, and is always available to us for the most complicated questions regarding interpretation of tax codes and advanced tax planning strategies.
Education & Professional Designations
Tim received his B.S. in accounting in 1991 from the Gies College of Business - University of Illinois. He went on to pass the CPA exam in the state of Wisconsin in 1995. He also now has the personal Financial Specialist, also issued by the AICPA, the Certified Financial Planner designation, and the Certified Private Wealth Advisor.