Kelly Baumbach

Kelly Baumbach is an executive managing director of Baker Tilly Wealth Management in the Wisconsin market serving clients nationally.

Kelly has been working in the industry since 1998 and loves helping people define and reach their goals while being a valued confidant to them. Her role as executive managing director allows Kelly to work in a strategic capacity for the firm and serve the unique financial planning and advisory needs of our national clients.

Experience

Prior to returning to Baker Tilly, Kelly spent the past 21 years with the predecessor firms to Wealthspire Advisors (WA), which include Bronfman Rothschild (BR) and Baker Tilly Investment Advisors (BTIA). These transitions happened through M&A activity over the years.
Kelly was the managing director at WA, founding principal and managing director at Bronfman Rothschild and a principal at BTIA.
In these prior roles, she served clients, lead a team of advisors and associates and was on the firm's Executive Committee.
Being a CFP® practitioner and a Certified Exit Planner (CEPA) are cornerstones to her practice as holistic financial planning and helping clients through transitions have been a focus of her work.

Involvement

Certified Financial Planner™ practitioner
CEPA Member of the Exit Planning Institute
Tempo Madison
UW Organ and Tissue, volunteer
Waunakee High School Girls’ Soccer Booster Board, member and treasurer
Madison 56’ers 2005 Team, treasurer
‘Why Every Business Needs an Exit Plan’, financial advisor

Location

Madison, WI

Education

Bachelor of Science, Finance
University of Wisconsin-La Crosse

Expertise

Disclosure

FINRA Broker Check

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2023 Baker Tilly Wealth Management, LLC