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1400 Rocky Ridge Drive, Suite 250, Roseville, CA 95661

916-783-6522
tlowe@rwbaird.com
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our top priority is listening to you and your needs as we endeavor to provide appropriate, long-term financial solutions to meet your goals. We apply sound research and portfolio management processes to monitor your strategy. As a team, we aim to be open minded, curious, and creative in our approach with clients, customizing every individual financial plan. Our team understands that there is no “one size fits all” investment model or strategy. We seek to earn long-term relationships that evolve with present and future financial needs. As your investment team, our goal is your best future.

Harlan Vooren

Harlan Van Vooren

Director

916-783-6521

hvanvooren@rwbaird.com

Harlan Van Vooren is a Financial Advisor with over 20 years of industry experience. Harlan’s primary focus is to build comprehensive wealth management strategies, integrating CPAs and attorneys to coordinate and reflect tax status.

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Tynessa Lowe

Tynessa Lowe

Financial Advisor

916-783-6522

tlowe@rwbaird.com

Tynessa Lowe brings with her several years experience in the commercial industry working with large corporate and small family-owned businesses to structure long-term solutions. Her experience diving deep into client needs brings new...

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Michael S. Oehler, JD, LLM, CPWA

Michael S. Oehler, JD, LLM, CPWA

Senior Vice President, Wealth Strategist

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Eric Wikstrom

Eric Wikstrom, CPA, CFP®, CPWA

Tax Strategist

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Tim Steffan

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

Director of Advanced Planning

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.