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The Team Behind Us

To gain the precise expertise we need to effectively oversee all aspects of our clients’ financial affairs, we work with a network of carefully selected professional advisors. 

These individuals are experts in their fields and are available to assist us in addressing some of the more advanced areas of wealth management, insurance and estate planning. They are "The Team Behind Our Team."

Scott Grenier, CFP®, AEP®

Senior Vice President Manager of Financial and Estate Planning

Scott Grenier is the Manager of Financial and Estate Planning for Baird’s Private Wealth Management group, a role in which he oversees Baird’s team of financial and estate planners across the U.S. He works with clients and their financial advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.

Scott joined Baird in 2010 as a Senior Estate Planner and has more than 15 years of financial and estate planning experience. Prior to joining Baird in 2010, he was responsible for providing financial planning solutions to high-net-worth individuals and families at Cleary Gull.

Scott graduated from Hamilton College with a bachelor’s degree in Economics and earned a Master of Science in Financial Services Degree from The American College. He is a CERTIFIED FINANCIAL PLANNERTM professional, an Accredited Estate Planner through the National Association of Estate Planning & Councils, and a Chartered Advisor in Philanthropy through The American College.

He is a general member and former board president of the Milwaukee Estate Planning Forum, as well as a general member of the Society of Financial Service Professionals, Financial Planning Association and National Association of Estate Planners and Councils.

Brian Ellenbecker, CFP®, CPWA®, CIMA®

Senior Vice President, Senior Financial Planner

Brian joined Baird in March of 2005. His areas of expertise include financial and estate planning, retirement plans, retirement income and distribution planning, Social Security and Medicare. He also serves in a training role, helping Financial Advisors understand the benefits of incorporating financial planning into their practice and using the tools Baird has available to create meaningful proposals for their clients.

Prior to joining Baird, Brian spent five years at Strong Investments in Menomonee Falls, WI, most recently as a Senior Investment Consultant, assisting preferred clients in selecting suitable investment portfolios and creating financial and investment plans, and working with retirement plan participants. He also spent one year as a Financial Advisor at St. Francis Bank and New York Life, helping clients develop tax-efficient portfolios, managing executive compensation plans, and developing financial and estate plans for high net worth individuals.

Brian earned his bachelor’s degree in Finance from Marquette University in 2000. Brian is a Certified Financial Planner® practitioner, a Certified Private Wealth Advisor® and a Certified Investment Management Analyst®, and is a member of the Financial Planning Association, where he serves on the Symposium Planning Committee, and the Investment Management Consultants Association. In 2015, Brian was awarded a seat on the Medical College of Wisconsin Cancer Center’s Advisory Board.

Kathy Blake Carey, CFA

Director of PWM Research

Kathy Carey is Director of Research for Baird’s Private Wealth Management group. In this role, she oversees the Asset Manager Research, Equity and Fixed Income Research, and Value Equity Research Teams.

She is a co-portfolio manager for the ALIGN Strategic Portfolios where she is involved with investment, asset allocation and rebalancing decisions, as well as due diligence of the portfolios. Additionally, she is a voting member of Baird’s Equity Recommended Portfolio and sits on the firm’s Investment Policy Committee.

Previously, Kathy spent nine years as an equity analyst and sector portfolio manager with Mason Street Advisors, the public investment subsidiary of Northwestern Mutual. Before that, she was a senior associate in Baird’s Equity Research Department covering Utilities and Financial Technology for four years.

Kathy received a bachelor of arts degree from Yale University and an MBA from the University of Colorado-Colorado Springs. She has earned the CFA charter and is a member of the CFA Society of Milwaukee. She also holds Series 7 and 24 licenses. Kathy is treasurer of the Yale Association of Wisconsin and a member of its scholarship committee.

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