World exploration made possible by a good wealth management strategy

Private Wealth

At Baker Tilly, we believe a person's legacy isn't about being around forever, it's about creating something that will.

Private Wealth

  1. Alec Abbott

    Alec Abbott

    Executive Managing Director

  2. Allan Adams

    Allan Adams

    CPFA

    Senior Advisor, Wealth

  3. Faiez Ahmed

    Faiez Ahmed

    Senior Advisor, Wealth

  4. Stephen  Aponte

    Stephen Aponte

    CPA

    Partner

  5. Kelly Baumbach

    Kelly Baumbach

    CFP®, CEPA

    Executive Managing Director

  6. Mariel Braun

    Mariel Braun

    CFP®

    Senior Advisor, Wealth

  7. Scott Burack

    Scott Burack

    CPA, J.D., CFP®

    Director

  8. Duncan Campbell

    Duncan Campbell

    CPA

    Partner

  9. Baker Tilly Professional

    Chris Cox

    Senior Advisor, Wealth

  10. Kyle Crawford

    Kyle Crawford

    CPA

    Partner

  11. Mike Delissant

    Michael Dellisant

    CFP®

    Senior Advisor, Wealth

  12. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Partner

  13. Ed Drake

    Ed Drake

    MSFP, CFP®, AEP

    Executive Managing Director

  14. Heather Dwyer

    Heather Dwyer

    CPA

    Director

  15. Michael Eisenberg

    Michael Eisenberg

    CPA, JD

    Senior Advisor, Wealth

  16. Adam Goehring

    Adam Goehring

    CPA, MBT, CEPA

    Partner

  17. William Grady

    William Grady

    J.D., CLU®, CFP®

    Director

  18. Ian Halligan

    Ian Halligan

    Principal

  19. John Harrington

    John T. Harrington

    MBA

    Senior Advisor, Wealth

  20. Evan Heath

    Evan Heath

    CFP®

    Senior Advisor, Wealth

  21. Tim Hole

    Timothy Hole

    CFP®, CIMA®

    Managing Director

  22. Gary Jang

    Gary Jang

    CPA

    Director

  23. Michael Janis

    Michael Janis

    Senior Advisor, Wealth

  24. Zach Jaro

    Zachary R. Jaro

    CFP®

    Senior Advisor, Wealth

  25. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Partner

  26. Michael Lum

    Michael Lum

    Director, J.D.

  27. Frank McKiernan

    Frank J. McKiernan

    Executive Managing Director

  28. Jared Neven

    Jared Neven

    CFP®

    Senior Advisor, Wealth

  29. Douglas Richardson

    Douglas Richardson

    CPA, CFP, MST

    Partner

  30. Jeremy Robert

    Jeremy Robert

    CFA®

    Managing Director

  31. Jeffrey P. Rowe

    Jeffrey P. Rowe

    CPA

    Partner

  32. Melissa Santas Peterson

    Melissa Santas Peterson

    CFA®

    Executive Managing Director

  33. Jerry Sneed

    Jerry R. Sneed

    CFA®, CAIA

    Executive Managing Director

  34. Susan Teicher

    Susan Teicher

    CPA, CFP

    Partner

  35. Larry Wood

    Lawrence B. Wood

    CPA, CFP

    Managing Partner

Baker Tilly’s private wealth professionals are committed to enhancing and protecting your legacy now, for tomorrow.

We understand that client legacies are complex and need to change or scale over time. At every stage of life and business, our team offers tailored, sophisticated solutions. From planning, advisory and tax to wealth management services, we can help you overcome any challenge, year after year.

What you can expect from us

Innovative solutions fueled by curiosity and collaboration

Working across Baker Tilly’s varied service offerings to develop forward-thinking solutions for our high-net-worth clients is second nature for us. Our professionals constantly ask “what if …” and challenge themselves to suggest new solutions using our advanced capabilities and specialized services. Doing so allows us to address problems from new positions to help you protect your legacy.

A customized vision for the short- and long-term

Your legacy is a complex, ambitious quest to make an impact on those closest to you and on the world. We know your goals will shift and scale over time. We will adapt our approach to help you navigate potential pitfalls; you don’t stand still and neither do we. Let’s start now and help you realize your vision for now and in the future.

Relationships built on transparency and humanity

We commit to doing what’s right for you, not because we should, but rather we want to. We don’t avoid tough conversations, but instead embrace opportunities to grow and explore with you as you expand your legacy.

“For Baker Tilly private wealth, being there now, for tomorrow, means adapting to our private client’s needs. We bring new approaches and new solutions to pave the way for growth and progress.”
– Duncan Campbell, Partner
Duncan Campbell