Tim Steffen

Tim Steffen, CPA/PFS, CFP®, CPWA®, currently serves as the Director of Advanced Planning at Baird since June 2021, assisting financial advisors and clients with diverse planning scenarios, including employer benefits, retirement, and estate planning. Prior to this role, Tim was the Director of Tax Planning at PIMCO and a Senior Consultant on the Advisor Education team, where training was provided on advanced wealth management topics. Tim has also served as an Instructor for the Certified Private Wealth Advisor program at the Investments & Wealth Institute and contributed to the Tax Planning column for InvestmentNews. Earlier in Tim's career, experience as an Experienced Tax Manager at Arthur Andersen was gained. Tim holds a BS in Accounting from the Gies College of Business at the University of Illinois Urbana-Champaign.