Broker Check

Meet the Team

How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
 

My team approach adds perspective to all we do and provides increased benefits to our clients.

Bill MacGeorge

Financial Advisor | Senior Vice President

206-664-8858

wmacgeorge@rwbaird.com

Bill MacGeorge has lived in the Pacific Northwest his entire life. Since 1984 when he started investing for clients, Seattle and the greater Pacific Northwest region have blossomed into one of the most diverse and exciting places to...
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Bert Peterson

Client Specialist

206-493-1654

brpeterson@rwbaird.com

Bert is a Client Specialist with 20 years of experience in the financial services. Bert enjoys spending time with friends and family, along with golfing, skiing and biking.Bert resides in Seattle with his wife.
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Advanced Planners

Tim  Steffen

Tim Steffen

Director of Advanced Planning

Andrea  Paradise

Andrea Paradise

Manager of Wealth Planning

Scott Grenier

Scott Grenier

Manager, Tax & Estate Planning

Eric  Wikstrom

Eric Wikstrom

Tax Strategist