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Meet The Team

Our team and firm bring trusted expertise across all major wealth disciplines: investment management, trust services, tax‑aware strategies, and a service culture centered on accessible, knowledgeable professionals who care deeply about client outcomes. We take pride in our high service standards and place unwavering focus on delivering clarity, confidence, and results for every client objective.

We enjoy giving back to the Charleston community, in which we live and serve, and take pride in our Baird culture and roots here! 

Our Financial Advisor Team

Jody McAuley

Jody McAuley

Branch Manager | Director

Matt Stanhope, CFP®

Matt Stanhope, CFP®

Client Planning Specialist

843-579-5022

843-579-5050

Sandra Gary

Sandra Gary

Associate Vice President

843-579-5040

Family Wealth & Advanced Planning Experts

Linda Grant-Smith

Linda Grant-Smith, CPWA®, CFP®, EA®

Senior Vice President, Senior Financial Planner

Scott Grenier

Scott Grenier, CFP® , AEP®

Senior Vice President, Manager of Estate Planning

Timothy M. Steffen

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

Director of Tax Planning

Specialized Asset Management Team

Brenda Hutchinson

Brenda Hutchinson, CFA®

Managing Director, Portfolio Manager

Joe Hordes

Joe Hordes, CFA®

Research Analyst

Maggie Savage

Maggie Savage, CFA®

Research Analyst

Max Mann

Max Mann, CFA®, CMT

Managing Director, Portfolio Manager

Randy McLaughlin

Randy McLaughlin, CFA®

Managing Director, Portfolio Manager

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