Andy has a broad work history and unique blend of knowledge gained by working in both information technology (from 1986 to 1997) and in the financial services industry. Upon college graduation with a double major (Finance & Economics), he began his work career in information technology with AT&T/Bellsouth, where he spent several years in data networking, design and sales. In 1997, after consulting with the Nashville-based JC Bradford & Company on the design of a new corporate data network for the firm, he was offered the opportunity to begin a new career in financial services with JC Bradford.  

His 27-year career in financial services began as a Regional Wholesaler (with JC Bradford), and he later transitioned to Divisional Manager with Hartford Life. During the 4-year period from 1997 to 2001, Andy traveled extensively, and his duties included conducting client and broker workshops in over 30 states in the areas of Financial Planning, Estate Planning, Structured Products and Wealth Preservation.

In 2001, to minimize travel and be home for the raising of his 3 children, Andy transitioned to the role of Financial Advisor with Hilliard Lyons (now Baird). For the past 23 years, he has worked as a Financial Advisor, and from 2007 to 2019 he also served as Assistant Branch Manager and Branch Manager.

Andy resides in Nashville with his wife Tammy and they greatly enjoy spending time outdoors with their 3 adult children and 2 (so far) grandchildren. He is an active member of Covenant Presbyterian church and in the local community, serving several non-profits and currently serving as Board Member of the Cornerstone Financial Credit Union. He is frequently spotted playing golf, hiking and playing pickleball. 

Mary Lynne Kaatz graduated with her Masters of Accountancy degree with a Finance collateral from the Haslam College of Business at The University of Tennessee, and is a licensed Certified Public Accountant in the State of Tennessee.

She began her career in financial services in 2016 working as an auditor with PriceWaterhouseCoopers in Atlanta, Georgia. She later transitioned into corporate accounting at Sharecare, Inc. where she served as Manager of Technical Accounting and assisted in the company’s public offering, as well as the acquisitions of several companies.

Mary Lynne joined Baird in July of 2023. She holds the Series 7 and Series 66 licenses as well as her life, health, and long-term care insurance licenses. She serves on the Board of CASA Nashville and is a member of the Harpeth Hall Head's Young Alumnae Council. 

Mary Lynne and her husband, Seth, are Nashville natives and live in Brentwood with their son, Graham, and daughter, Allison. As a family, they enjoy swimming in the neighborhood pool, hiking the red and white trails in Percy Warner park, and working diligently to keep weeds out of the yard. 

Jada is a native Nashvillian, with 10 years of financial services experience, after spending 12 years in project management in the manufacturing and healthcare industries.

A superior multi-tasker, Jada serves as our team’s chief “Standard of Care“ member, assuring that we have a systemic approach to evaluating and addressing our client needs on a proactive basis. Her daily focus is on client service and operations.

Jada received her BS in Psychology from Belmont University and her BS in Finance & Economics and her MBA from David Lipscomb University.

As Director of Advanced Planning for Baird, Tim is responsible for researching, writing and speaking on important planning issues that impact the clients of Baird. This includes topics related to retirement and estate planning, tax law, executive compensation, business owners, legislative changes, and overall best practices.

Tim originally joined Baird in 1999 serving in a variety of planning- oriented roles. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.

Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth AdvisorSM professional and a member of the American and Wisconsin Institutes of CPAs, Investments & Wealth Institute (IWI) and the Financial Planning Association (FPA).

Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, Bloomberg BusinessWeek, Kiplinger’s, U.S. News & World Report, Morningstar, CNBC.com, and InvestmentNews. In addition, he speaks to numerous client and professional groups about tax and financial planning topics and has taught financial planning classes for IWI and at the University of Wisconsin-Madison. Tim also regularly shares his perspectives via Twitter (@TimSteffenCPA) and other social media outlets.