Broker Check

Advanced Planning

Your relationship with The Liles Group is a collaborative effort between our team and the deep resources of Baird. For advanced planning cases, we will frequently seek the additional counsel of our dedicated in-house experts. Collectively, we develop tailored solutions for the complex issues facing families with substantial wealth.

Jaleigh White, CPA, CPWA®

Director of Baird Family Wealth

Jaleigh White is the architect behind the Baird Family Wealth platform. The Baird Family Wealth team works with advisors and their most complex clients ensuring that business owners, executives, and multi...

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Amy Kane, CPA®, CDFA

Director, Wealth Strategies Group

Amy Kane is the Director of the Wealth Strategies Group at Baird where she and her team work with clients and their advisors to develop, implement, and monitor custom, holistic wealth plans based on a...

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Kenan Peterson, J.D., LL.M.

Wealth Strategist

Kenan Peterson is a Wealth Strategist at Baird. He works closely with financial advisors supporting their largest and most complex families, many of whom face unique planning issues. Kenan’s expertise includes...

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Timothy M. Steffen, CPA-PFS, CFP®, CPWA®

Director of Tax Planning

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. This includes topics related to retirement planning...

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Scott Grenier, CFP®, AEP®

Manager of Estate Planning

Scott Grenier joined Baird in 2010. He is the Manager of Estate Planning for Baird’s Private Wealth Management Group. Prior to joining Baird in 2010, Scott was responsible for providing financial planning...

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