Kelly Baumbach

Kelly Baumbach


Executive Managing Director

+1 (608) 240 2439

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Kelly is an executive managing director with Baker Tilly Wealth Management, LLC. She has more than 25 years of experience serving clients nationwide, helping them define and reach their financial goals. Kelly’s role as executive managing director allows her to work in a strategic capacity for the firm and serve the unique financial planning and investment advisory needs of our clients by developing forward-thinking, custom solutions tailored to their requirements.

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.

  • Works alongside clients and their other advisors, such as tax accountants and attorneys, to create custom financial plans
  • Advises privately held business and family business clients on succession planning and creating a family legacy
  • Works with clients on the transition of their privately held business to sale and serves as their family’s investment advisor and financial planner pre- and post-sale
  • Works with family office clients on their unique family and financial needs
  • Helped build and launch Baker Tilly’s solution, family wealth insights and leads this solution for Baker Tilly’s ultra-high-net-worth clients
  • FINRA Series 6 and 7 and NASAA Series 63 and 65 securities qualifications
  • CEPA member of the Exit Planning Institute
  • Life insurance
  • “Structuring Ownership for the Future,” speaking engagement, February 2024
  • “Making the unexpected, expected,” September 2023
  • “Drawing from history to help lessen inflation’s impact on investors,” May 2023
  • “Exit planning for your business,” March 2023
  • “Why diversification in your portfolio still matters,” March 2023
  • “Executive compensation: equity compensation continuum,” February 2023
  • “Volatile economic signals present opportunity for beneficial reevaluation of estate and business plans,” May 2022
  • “Options for funding a buy-sell agreement: the caser for life insurance,” March 2022


Madison, WI


Bachelor of Science in finance

University of Wisconsin-La Crosse