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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 Planner™ 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.

Rick Holman, J.D., CFP®, CLU®

Vice President, Senior Estate Planner

Rick joined Baird’s Private Wealth Management team in October of 2014 as a Vice President and Senior Estate Planner, working out of the Dallas office. He works with Baird Financial Advisors, their clients, and the clients’ other professionals to promote the benefit of estate planning and assist with the development of clients’ estate plans. Specifically, his responsibilities include reviewing and discussing existing estate plans, answering estate planning questions, and presenting on estate planning topics.

Rick comes to Baird from The Nautilus Group, a service of New York Life Insurance Company, where he spent approximately seven years as one of the consultants and a manager in the Estate and Business Case Development unit. Prior to that, he was an Estate Planning Attorney with the advanced marketing department of another insurance company, and a Financial Planning Consultant and the Advanced Case Design Specialist with Raymond James Financial. Rick has coached advisors on integrating estate planning into their practices; taught a financial planning class; spoken at advisor forums, client seminars, and estate planning conferences; and contributed articles to industry publications.

A native of Florida, Rick graduated from the University of Miami with a degree in Politics and then earned his J.D. from Florida State University. He has obtained his Certified Financial Planner and Chartered Life Underwriter designations, and holds FINRA Series 6, 7, 63 and 65 licenses.

Christopher J. Dolan, MBA, CFP®

Vice President, Senior Financial Planner

Christopher joined Baird in January of 2016, working out of the Seattle, Washington office. His areas of expertise include financial planning, retirement income plans, Medicare and Social Security. He also serves in a training role, helping advisors incorporate financial planning into their practice and using the tools Baird has available to create meaningful proposals for their clients.

Prior to joining Baird, Chris spent a decade as a Financial Planning Consultant at Fidelity Investments and Charles Schwab Co. focusing on investment and financial planning for high net worth individuals and families. Previously, he became licensed in the insurance industry and worked for Washington Mutual.

Chris earned his bachelor’s degree in Spanish from Brigham Young University. Chris then attended the University of Washington and graduated with a Master’s Degree of Business Administration with an emphasis in investment finance. Passing the national board exam, Chris became a Certified Financial Planner™ and is a member of the Puget Sound Chapter of the Financial Planning Association.

 When not at work, Chris can be found playing catch with his son or driving his daughters to ballroom dance competitions.

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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