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
262-338-7793
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,...
Melissa Fernandez-Klingseisen
Branch Operation Assistant
262-338-7793
Our Extended Team
Scott Grenier, CFP®, AEP®
Manager of Tax & Estate Planning | Senior Vice President
Timothy Steffen, CPA-PFS, CFP®, CPWA®
Director of Advanced Planning | Managing Director
Jamie Awe, CRPC®
Senior Insured Solutions Consultant
Erica Kroll, CLU®
Insured Solutions Consultant
Mike Burzynski, CPA
Tax Strategist