Trusted Referrals
Named below are professionals that we have entrusted to provide additional services.
FINANCIAL AND ESTATE PLANNING/ SOCIAL SECURITY
Timothy M. Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Private Wealth Management
Baird
Scott M. Grenier, CFP®, AEP®
Manager of Estate Planning
Private Wealth Management
Baird
Heather R. Osborn, CFP®, CLU®, AAMS®
Manager of Financial Planning
Private Wealth Management
Baird
MEDICARE & SUPPLEMENTAL OPTIONS
Caroline W. Irwin
Coveside Senior Solutions, LLC
207-553-2535
cwirwin@covesideseniorsolutions.com
www.covesideseniorsolutions.com
PERSONAL/BUSINESS ACCOUNTING
Lori L. Aliberti, Enrolled Agent
Smith & Associates, CPAs
500 US Route One
Suite 102
Yarmouth, ME 04096
207-846-8881
Lori@SmithAssociatescpa.com
www.smithassociatescpa.com
REALTORS/REAL ESTATE
Yulia Glasgow, REALTOR®
190 Main Street
Saco, ME 04072
603-264-7839
SELLING YOUR BUSINESS
Andrew McKay
Managing Director
Business Owner Solutions Group
Baird
ELDER LAW
Kate L. Geoffroy, Esquire
Nelson-Reade Law Office, P.C.
261 US Rt 1, Suite 201
Falmouth, ME 04105
207-828-1597
katie@pnrelderlaw.com
www.pnrelderlaw.com
INSURANCE AND ANNUITY PLANNING
Erica Kroll
Vice President
Insured Solutions Consultant
Baird
COLLEGE PLANNING
Jeannette Haen
Assistant Vice President
529/UIT Product & Services Specialist
Baird
TRUST SERVICES™
Mark Nickel*
President and Chief Investment Officer
Baird Trust
ESTATE & TRUST LAW
David J. Backer, Esquire
Drummond Woodsum
84 Marginal Way, Suite 600
Portland, ME 04101
207-772-1941
dbacker@dwmlaw.com
www.dwmlaw.com
Jana R. Magnuson
Drummond Woodsum
84 Marginal Way, Suite 600
Portland, ME 04101
207-771-9282
PROFESSIONAL ORGANIZING SERVICES
Jessie Festino
Design To Clean
207-650-5720
Designtoclean@gmail.com
Robert W. Baird & Co. does not have any formal relationships or arrangements with any of the External non-Baird Resources listed above. This list should not be considered an endorsement of the products or services offered by these individuals or their firms.
*Baird Trust Company, a Kentucky state chartered trust company, is owned by Baird Financial Corporation ("BFC") and is affiliated with Robert W. Baird & Co. Incorporated (an SEC-registered broker-dealer and investment adviser), and other operating businesses owned by BFC. Not all trust services offered by Baird Trust are available in every state and/or location. Baird Trust does not provide legal advice.