Private Wealth

  1. Kristin Alinder

    Kristin Alinder

    CPA

    Director

  2. Amy Allen

    Amy Allen

    CPA

    Principal

  3. Kate Anderson

    Kate Anderson

    CPA

    Principal

  4. Stephen  Aponte

    Stephen Aponte

    CPA

    Principal

  5. Kelly Baumbach

    Kelly Baumbach

    CFP®, CEPA

    Executive Managing Director

  6. Steve Blatt

    Steven Blatt

    CPA

    Principal

  7. Baker Tilly Professional

    Norleen S. Bounds

    CPA

    Principal

  8. Nancy Brenner

    Nancy Brenner

    CPA

    Firm Director

  9. Scott Burack

    Scott Burack

    CPA, J.D., CFP®

    Director

  10. Duncan Campbell

    Duncan Campbell

    CPA

    Principal

  11. Suzy Conley

    Suzy Conley

    Director

  12. Kyle Crawford

    Kyle Crawford

    CPA

    Principal

  13. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Principal

  14. Heather Dwyer

    Heather Dwyer

    CPA

    Principal

  15. Adam Goehring

    Adam Goehring

    CPA, M.B.T., CEPA

    Principal

  16. William Grady

    William Grady

    J.D., CLU®, CFP®

    Principal

  17. Thomas W. Harjes

    Thomas W. Harjes

    CPA, ABV, CFF, CVA

    Principal

  18. Evan Heath

    Evan Heath

    CFP®

    Senior Advisor, Wealth

  19. Tim Hole

    Timothy Hole

    CFP®, CIMA®

    Managing Director

  20. Gary Jang

    Gary Jang

    CPA

    Principal

  21. Zach Jaro

    Zachary R. Jaro

    CFP®

    Senior Advisor, Wealth

  22. Randi Jowers

    Randi Jowers

    CPA

    Principal

  23. Michael Kehoe

    Michael Kehoe

    CPA

    Principal

  24. Jennifer A. King

    Jennifer A. King

    CPA, J.D.

    Principal

  25. Karri Lapin

    Karri Lapin

    CPA, J.D.

    Principal

  26. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Principal

  27. Michael Lum

    Michael Lum

    Director, J.D.

  28. Jerry Mahan

    Jerry Mahan

    CPA, MBA

    Principal

  29. Jill A. Martin

    Jill A. Martin

    CPA

    Principal

  30. Kelly Nelson

    Kelly Nelson

    CPA

    Principal

  31. Melinda Nelson

    Melinda Nelson

    CPA

    Principal

  32. Alicia On

    Alicia On

    CPA

    Director

  33. Melissa Santas Peterson

    Melissa Santas Peterson

    CFA®

    Executive Managing Director

  34. Charles Piazza

    Charles Piazza

    CPA

    Principal

  35. Susan Queary

    Susan Queary

    MAcc, CPA

    Principal

  36. Douglas Richardson

    Douglas Richardson

    CPA, CFP, M.S.T.

    Principal

  37. Jeremy Robert

    Jeremy Robert

    CFA®

    Managing Director

  38. Randi A. Schuster

    Randi Schuster

    J.D., LL.M.

    Principal

  39. Susan Teicher

    Susan Teicher

    CPA, CFP

    Principal

  40. Baker Tilly Professional

    Yvonne To

    CPA

    Director

  41. Marianna Willey

    Marianna Willey

    MST, CPA

    Principal

  42. Sylvia Wu

    Sylvia Wu

    CPA

    Principal

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.

Advisor meets with clients

Family business advisory services

Whether your family business has thrived throughout generations or is just starting out, Baker Tilly is here to help. Our family business advisors are knowledgeable in the unique benefits and challenges family businesses face. Rely on us for succession planning and next generation development, ownership transitions/exit planning, growth strategy, conflict management and M&A assistance.

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

Investment advisory services are offered through Baker Tilly Wealth Management, LLC, a registered investment adviser. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC