Our Profile

Our investment practice can be distinguished by the personal interest we take in our clients and their families.  We begin our consultative process by exploring your unique situation, and helping to clarify your goals and objectives.  Utilizing Baird’s resources, we develop an asset allocation strategy, identify appropriate investments, and monitor your overall financial plan on a regular basis.

Mission:

“Through a relationship founded on honesty, integrity, and trust, we will provide effective, tax efficient, financial advice to our individual and corporate clients.  We measure our success by our clients’ satisfaction.”


Robert Geenen

Senior Vice President, 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 specifically tailored to their overall goals. Robb's time-tested process to deliver comprehensive analysis and advice to his clients includes consistent follow-up on investments, risk, and any special needs they may have.

Robb started with Baird in 1994 and he has 20 years experience in the investment industry. Robb has expertise in stocks, bonds, mutual funds and retirement plans.

Robb is a St. Norbert College Magna Cum Laude graduate of 1980. He resides in Little Chute, WI with his wife Vicki. He has 4 children and 2 grandchildren. Robb has a long history of community service including, Trustee of St. Mary's Church for 4 years, and he has coached various levels of boys and girls basketball for more than 20 years.

Kevin Geenen

Financial Advisor

Kevin recently joined Baird’s Fox Valley branch in 2019, contributing to their many years of experience. Kevin leads his wealth management practice with one mission; to provide dependable services and peace of mind to his clients. Through listening to his clients he finds what they value most and from there builds a holistic plan custom tailored for them.

Kevin attended Marian University where he earned his Bachelor of Business Administration with a focus on marketing. He currently resides in DePere, Wisconsin with his wife Kelly. In his free time Kevin enjoys hunting, fishing, and anything that allows him to be outdoors.

BAIRD HIGHLIGHTS