Heath McAteer is a CPA and CFP® who’s been planning for clients since 2015. He started his career in 2015 by spending 3 years in Public Accounting where he gained valuable experience and expertise in filing tax returns for individuals and businesses. Prior to joining Baird as a Tax specialist, Heath spent 6 years as an Associate Wealth Advisor at Buckingham Strategic Wealth. He created holistic financial plans for all his clients with a particular focus on tax planning. His focus has always been on taxes and how to reduce them over a client’s lifetime, not just in one given year. This is his focus and specialty in his role as a Tax Specialist at Baird. Heath loves his wonderful daughter, beautiful wife, and their 2 noisy corgis. He enjoys writing and playing music with his band and spending time travelling in the outdoors with his family.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Rick Holman supports our clients with comprehensive estate planning by reviewing their existing documents and discussing key options and strategies to consider. He helps ensure their bases are covered and their wealth‑transfer goals are achieved as efficiently and effectively as possible.