Kelly Baumbach

Kelly Baumbach

Executive Managing Director, CFP®, CEPA · +1 (608) 240 2439
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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.

  • 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.   
  • 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
  • Financial Advisor ‘Why Every Business Needs an Exit Plan’

Location

Wisconsin

Education

Bachelor of Science, Finance
University of Wisconsin-La Crosse