Our Profile
Robert Geenen
Managing Director
Robb provides investment services to clients planning and saving for retirement, retirees and their families. He strongly believes in understanding his clients’ financial needs in order to customize an investment strategy...
Kevin Geenen
Financial Advisor
Kevin was recruited to Baird’s Fox Valley branch in 2019 after spending almost a decade in sales. Kevin leads his wealth management practice with one mission; to provide dependable services and peace of mind to his clients....
Kate Kaufman
Client Assistant
Kate joined Baird in 2020, with an extensive background in customer service and administration. Kate enjoys being of service and building client relationships. She uses her past experiences to support the team administratively and...
Tanner Hopfensperger
Client Assistant
Tanner joined Baird in 2025 with a decade of experience in the insurance industry. During that time Tanner developed outstanding customer service skills. Tanner’s main focus is to assist clients and our financial advisors with all of...
Extended Team
Erica Kroll, CLU®, CLTC®
Insured Solutions Consultant
Jaleigh White
Director of Baird Family Wealth
James Guckenberg
Estate Planner
Kathy Carey, CFA
Director of Private Wealth Management
Kelsey Clair, CPA, CPWA®
Sr Tax Stategist
Laura Ames
Wealth Stategist
Scott Grenier, CFP®
Manager, Tax & Estate Planning
Tim Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning
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.