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Plan With Purpose. Live With Confidence.

Every family has different goals. That’s why we build personalized financial plans tailored to your unique priorities – helping you retire with confidence, support the people and causes you love, and protect your family’s legacy for generations to come.

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Our Process

Our Process

We create strategies that are tailored to your goals.

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Our Story

Our Story

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

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About Baird

About Baird

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Baird Trust

Baird Trust

At Baird we have access to a deep bench of resources and talent to address all your wealth management needs. One of these integral partners is our affiliate Baird Trust, who helps us support individuals, families and institutional clients in the protection, growth, and transfer of their wealth.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Our Team

Geoff  Klos

Geoff Klos

Director | Financial Advisor

608-779-7334

Nick  Klos

Nick Klos

Vice President | Financial Advisor

608-779-7340

Lisa Newman, WMCP®

Lisa Newman, WMCP®

VP | Branch Administrative Supervisor

608-785-2880

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