Jennifer Asbury
Client Assistant
Jennifer has 25 years of experience serving as a Client Assistant having begun her career with Hilliard Lyons in 1996 and transitioning to Baird in 2019. She is involved in all aspects of the client experience from establishing an...
Trish Shepherd
Client Assistant
Trish brings over 30 years of industry experience to The Agee Hutchison Group. Trish started with Hilliard Lyons in 1991, then transitioned to Baird in 2019, as a Client Associate. She prides herself in building relationships with...
CJ Jessup, CFP®
Wealth Planner
Charles “CJ” Jessup joined Robert W. Baird & Co. in 2018 as an intern and accepted an offer with the Wealth Planning Team in February of 2020 following his graduation from the University of Wisconsin-Madison. CJ earned his...
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Jessica Bell, JD
Senior Estate Planner
Jessica joined Baird in September 2022 as an Estate Specialist. She is pleased to enter private wealth management after 15 years as a practicing attorney.
Timothy Steffen, CPA-PFS, CFP®, CPWA®
Director of Advanced Planning
Tim originally joined Baird in 1999 serving in a variety of planning-oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in...
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