Tim Steffen, CPA/PFS, CFP®, CPWA®

As Director of Tax Planning for Baird, Tim is responsible for researching, writing and speaking on important tax issues that impact the clients of Baird.

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, Morningstar, CNBC.com, andInvestmentNews