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How We Work

At our firm, we have the client—and only the client—in mind.

Baird is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to join Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.

Contact us today to explore a partnership with Baird.

Bill Kletzien

Bill Kletzien, CPWA®, CRC®

Senior Vice President | Senior Investment Consultant

920-743-8894

920 743-8505

bkletzien@rwbaird.com

Bill has been with Baird since 1983. He served as the Branch Manager of Baird’s Manitowoc office for several years before being named the Green Bay office Branch Manager in 2001. Bill served as the branch manager until 2005 when he...
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William (Billy) Kletzien

Billy Kletzien, CFP®, CPWA®

Vice President | Financial Advisor

920 743-8894

920 743-8505

bjkletzien@rwbaird.com

Billy joined Baird in 2007, continuing a three generation tradition of working in financial services. He graduated from the University Wisconsin – Madison with a degree in Economics and Political Science is a CERTIFIED FINANCIAL...

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JoAnn Evenson

JoAnn Evenson

JoAnn has been an integral part of the Sturgeon Bay location since 1996 and serves as the customer care expert for the team. She plays a key role in keeping client accounts organized and assisting clients with questions and helps...
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Client Centered

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.