Heath McAteer, CPA, CFP®

Heath McAteer is a CPA and CFP® with 8 years of experience in the planning side of the financial services industry. He started his career in 2015 by spending 2 years Public Accounting where he gained valuable experience and expertise in filing tax returns for individuals and businesses.

Prior to joining Baird, Heath worked in the fee only financial planning space where he worked one-on-one with clients in all elements of financial planning. His focus has always been on taxes and how to reduce them over a client’s lifetime, not just in one given year.

Heath loves his wonderful daughter, beautiful wife, and their 2 noisy corgis. He enjoys writing and playing music with his band and spending time traveling in the outdoors with his family.