Our Profile

The Klos Davies Group is a team of professional wealth advisors who serve primarily business owners, executives, retirees and their families. Together, we bring over 50 years of industry experience for our clients. Through a developed and refined process we provide investment management, retirement planning and wealth management strategies to individuals, families, businesses and organizations.

We have a system in place to help our clients achieve their goals. The first step in our process is discovery because everyone has varying goals. Next, we design a custom financial plan for you. The final step in our process is implementation, where we bring all of the pieces together.

Through dedicated teamwork, we strive to build relationships that create trust and provide value with superior client service. By using a long-term and diversified perspective, we balance risk and return to develop individualized solutions that are consistent with your needs and objectives.

Find out about the client-focused service for which The Klos Davies Group is so well known.


Geoff Klos

Director

Geoff has been in the investment industry for over 30 years.  Prior to his 25 years with Baird, he started his career with E.F. Hutton in Milwaukee for three years and then with Blunt, Ellis and Loewi for five years.  In addition to working closely with our clients, Geoff served as the branch manager of the La Crosse Baird office for eight years.  He earned a Bachelor of Science degree in Economics at UW-Madison.  Geoff and his wife, Diane, live in Onalaska and have three children.

Scott Davies, CFP®

Financial Advisor

Scott has 14 years of industry experience and has been with Baird for 11 years. He has earned degrees in Finance and Economics and also has a Master’s degree in Business Administration (MBA) from UW-La Crosse.

Scott provides comprehensive wealth management advice to clients. He holds the CERTIFIED FINANCIAL PLANNER™ certification. Scott guides clients on goal setting, asset allocation, risk management strategies, and long-term planning.

Scott is passionate about helping students and serves as an advisor for Junior Achievement in economics and often speaks to senior high school classes. He has also served as a senior exit project advisor for graduating students. Scott is involved in other community organization including Rotary, BNI and The Pause Project.

Scott lives in Onalaska with his wife Kristie and their daughter. Outside of Baird, he is involved in Elevate Media Group Inc. In his free time, Scott enjoys spending time with his family and traveling. 

Nick Klos

Financial Advisor

Nick's objective is to provide comprehensive financial planning to promote generational wealth, and to deliver superior customer service through dedicated teamwork.    

Prior to Baird, Nick was a home mortgage consultant for two years, where he advised people from all around the U.S. on how to effectively structure their mortgage so they could save money and have peace of mind when investing in their biggest asset. 

Nick attended the University of Wisconsin-Madison, where he received his bachelor's degree in finance and investment banking.  Nick currently resides in Onalaska and enjoys outdoor activities, hunting, fishing, and playing sports in his free time. 

Lisa Newman

Branch Administrative Supervisor

Lisa started her investment career with Baird in 1999. She has completed her FINRA Series 7 and 66 securities licenses, and also her Series 9 and 10 supervisory licenses. Currently, she serves as the La Crosse Branch Administrative Supervisor.  She is also an Assistant Vice President and is part of The Klos Davies Group, who is a team of financial professionals that provide numerous investment management, retirement planning and wealth management strategies to individuals, families, businesses and organizations.  Lisa brings significant knowledge and expertise to the La Crosse branch while continuously delivering the highest level of service to our clients.

Lisa and her husband, Carl, reside in Holmen with their two children. In her free time, she enjoys camping, running and boating with her family.

Heidi Hansen

Client Assistant

Heidi has been with Baird for 13 years.  She works closely with clients to provide the best customer service possible.  Heidi and her husband live in Holmen with their two daughters.

Tyler Adams, CFP®

Financial Planner

Tyler's focus is helping our clients save for retirement and create a plan to spend that savings in the most tax-efficient way; while also helping their kids navigate student loans, consumer debt, saving, insurance and company benefits. 

Tyler and his wife, Carmen live in Onalaska with their yellow lab, Sammi.  In his free time, Tyler enjoys spending time with friends and family, hunting, fishing, coaching baseball, and training Sam.  

The Klos Davies
Group is proud to be part of Baird, a fully independent, global wealth management, capital markets, private equity, and asset management firm headquartered in Milwaukee, Wisconsin since 1919.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

BAIRD HIGHLIGHTS