Kathryn Fisher Davies

Kathryn Fisher Davies
Tony Templin

Your Choice for Financial Services

Meet Our Team

Tailored Wealth Management

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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True financial partners with your best interests in mind.

People choose their careers for many different reasons. When we decided to become Financial Advisors, we were equally driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

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Our Profile

We create strategies that are tailored to your goals.

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About Baird

We're prepared to guide you through life's transitions.

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Our Practice

We operate our business with ethics and integrity.

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Insights

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.

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Your goals are our goals.

In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in the mission to provide the very best advice and service we can in important areas, including: