Our Profile

Our Financial Advice Team

Kathryn Fisher Davies

Director, Senior Investment Consultant

262-338-7793

My true passion as a financial advisor is to help my clients uncover their life purpose and passions; this becomes the focus of our work together. By instilling confidence that their money is wisely invested and their financial future is...

Tony Templin

Vice President, Financial Advisor

262-338-7788

262-338-7793

atemplin@rwbaird.com

Tony began his career in 2007, working in the Baird home office. Shortly after starting with Baird, he joined the Baird Transition Team. This team specializes in onboarding clients and new Financial Advisors to Baird. Over the years,...

Ian Casey

Client Assistant

262-338-7781

262-338-7793

icasey@rwbaird.com

Ian joined Baird as an intern in 2023 and came on full-time with the Fisher Davies Templin Group in the spring of 2025 after graduating from Beloit College, where he majored in Business Economics and minored in Finance. While at Beloit...

Melissa Fernandez-Klingseisen

Branch Operation Assistant

262-338-4727

262-338-7793

mklingseisen@rwbaird.com

Melissa Fernandez-Klingseisen joined Baird in October 2025 as the Operations Assistant for the West Bend Branch. She brings over four years of experience in administrative support and life insurance services, providing strong...

Erica Kroll, CLU®

Insured Solutions Consultant

Ian Casey

Client Assistant

262-338-7781

262-338-7793

icasey@rwbaird.com

Jamie Awe, CRPC®

Senior Insured Solutions Consultant

Jamie joined Baird in 2008. His primary duties include managing the relationships with the insurance company partners, evaluating existing annuity contracts and providing product expertise on today’s insured solutions...