Heath McAteer, CPA®, CFP®

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 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.