As Director of Advanced Planning for Baird, Tim is responsible for
researching, writing and speaking on important planning issues that
impact the clients of Baird. This includes topics related to retirement
and estate planning, tax law, executive compensation, business
owners, legislative changes, and overall best practices.

Tim originally joined Baird in 1999 serving in a variety of planning oriented roles. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999,
Tim worked in Arthur Andersen’s Private Client Services group in
Milwaukee where he specialized in tax and financial planning. His
clients included corporate executives, business owners and families.
Tim earned his bachelor’s degree in Accounting from the University
of Illinois in 1991. He is a Certified Public Accountant/Personal
Financial Specialist, a CERTIFIED FINANCIAL PLANNER™
professional, a Certified Private Wealth AdvisorSM professional and
a member of the American and Wisconsin Institutes of CPAs,
Investments & Wealth Institute (IWI) and the Financial Planning
Association (FPA).

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, and
InvestmentNews. In addition, he speaks to numerous client and
professional groups about tax and financial planning topics and has
taught financial planning classes for IWI and at the University of
Wisconsin-Madison. Tim also regularly shares his perspectives via
Twitter (@TimSteffenCPA) and other social media outlets