Mark is a VP and Trust Strategist for Baird Trust. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. He has over 20 years of experience in trust and estate administration.

Melanie is responsible for the development of HNW and UHNW solutions within Baird PWM supporting advisors and their clients. She is passionate about developing long-range strategies critical to sustaining wealth and values over generations.

Tim is responsible for researching, writing and speaking on important tax issues that impact the clients of Baird. Topics include retirement planning, exec comp, business owners, legislative changes, and overall best practices.

Andy McKay has over 35 years’ experience in executing middlemarket M&A, investment, financial, valuation and other business transactions.