Advanced Planning

Your relationship with us 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.

Advanced Planning

John Landberg

Managing Director | Financial Advisor

(916) 783-6530

jlandberg@rwbaird.com

With over 35 years of

Julia Anderson

Senior Client Specialist

(916) 783-6503

jcanderson@rwbaird.com

In 2006, Julia embarked on her career in the financial services industry at A.G. Edwards. Over the course of three years, she continued her journey with Wachovia and Wells Fargo Advisors. Seeking new opportunities, Julia joined Stifel...

Kaleigh Savage

Client Specialist

(916) 783-6538

ksavage@rwbaird.com

Kaleigh started working at Baird in January, 2019, after earning her BS degree in Health Sciences. She provides support for the team, including marketing, operations, and assisting with client account services. She currently holds both...

Scott Grenier, CFP®, AEP®, CAP®

Manager, Tax & Estate Planning

Advanced Planning