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561-650-5702
kepstein@rwbaird.com
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Meet The Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Team

Keith Epstein

Keith Epstein, CFP®

Branch Manager, Director

(561) 650-5702

(561) 650-5799

kepstein@rwbaird.com

What is important to you? What are your goals and dreams? Having lost my father at an early age, I am committed to helping my clients live the one life they have, the best way they can, without undue financial sacrifice or overexposure...

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Melissa Mills

Melissa Mills, WMCP®

Branch Administrative Supervisor | Senior Registered Client Specialist

(561) 650-5704

(561) 650-5799

mmills@rwbaird.com

Melissa Mills joined Baird in December 2016, bringing over 28 years of experience in operations and client service within the financial services industry. As a Senior Registered Client Specialist, she holds FINRA Series 7 and 66...
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Extended Team

Our relationship is a collaborative effort between our team and the deep resources of Baird. For advanced planning cases, we frequently seek the additional counsel of our dedicated in-house experts.


Heather Osborn

Heather Osborn, CFP®, AAMS®, CExP™, CWA®, CLU®

Director | Director of Wealth Planning

Timothy Steffen

Timothy M. Steffen, CPA-PFS, CFP®, CPWA®

Director of Advanced Planning

Scott Grenier

Scott Grenier, CFP®, AEP®, CAP®

Senior Vice President | Manager of Tax and Estate Planning

Linda Grant-Smith

Linda Grant-Smith, CPWA®, CFP®, EA® 

Senior Vice President | Wealth Strategist

Jessica Bell

Jessica Bell, JD

Senior Estate Planner

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